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https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/ffec483a-532b-4d13-900a-44da95a78aa3/BlogPodcast+Post+Image+%2811%29.png Money Talk with Brandon Steele Podcast Covering Business, Finance, and Investing - Local Commercial Real Estate Trends in the Seattle Area with Taylor Olson - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.mainsailfg.com/about daily 0.75 2026-03-12 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1578014434588-K7O6D0UMFWGRZ3D8UIKN/AdobeStock_298590378.jpg About https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/f8248700-eeb0-4ba0-b9db-bfae51fd8476/Team_Photo.jpg About https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1629760317146-ZI402M0X0MJ9KUVNXHOU/adam-laibson-mainsail-financial-group.png About - CFP®, ChSNC® Adam Laibson Phone: (425) 679-6875 Email: adam@mainsailfg.com LinkedIn 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https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1623786224934-YHCDYRELR3YYTIKGEPEF/wealth-management-icon.png Financial Planning - Estate Planning https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1623786451988-QG67ZKLQ5U3VLFZLPHHS/tax-planning-icon.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1623786524097-VHRGRL12233JUDIT9JJJ/retirement-planning-icon.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1623786546614-YUVMT8NTUTBVNI5FVGZZ/estate-planning-icon.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580866914403-LNLYIWLLX7I8QZVUGTSU/iconfinder_x-01_2955186.png Financial Planning https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580866939085-D4D4HG2KKZQH4JSDMELJ/iconfinder_x-26_2955162.png Financial Planning - Risk Management Assessment of the defensive piece of your financial plan to help find ways to protect your family's income and assets--and, if you're a business owner, your business--at every stage of your life and as circumstances change. Not sure about your risk ? https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580866973600-4ONVZAMSDZ7I6KQ3GDBI/iconfinder_x-38_2955175.png Financial Planning https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580867003704-91FRF83TG6VZG8ZLM0V5/iconfinder_x-36_2955173.png Financial Planning https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580867049273-42E1I14YHF2MCCELTSDX/iconfinder_x-29_2955165.png Financial Planning https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580867099815-ZZMLZHZEAV8OMDT5OOH0/iconfinder_x-30_2955166.png Financial Planning https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1631557599135-OHQLL0T1UGI3SSSDKE4G/house-icon-gray.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1631557631718-CRV7KF4KBNQ4F4R73C5G/career-icon-gray.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1631557617190-49K77MGDA0HFMNKV0ZWR/marriage-icon-gray.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1631559913176-IRLFQGWTFVEPOLJNHODW/financial-planning-icons.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1631557694902-TA02M9WP24SVIV7VXCOG/retirement-icon-gray.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1631557708771-L611LM0GQ41FZ315Z2M8/will-icon-gray.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.mainsailfg.com/philosophy daily 0.75 2021-03-31 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1578065109654-LIVR07DT4LYAXEHCQCE0/image-asset.jpeg Philosophy https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1578065323538-UDJ842HZDYS0CVWET0PS/AdobeStock_100196663.jpeg Philosophy https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1578065878081-1WRQLC35BFWB2K1CBX1D/AdobeStock_167777189.jpeg Philosophy https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1578065704959-NLLPG3I5OY6LNVZCLUJ1/AdobeStock_168868695.jpeg Philosophy https://www.mainsailfg.com/planning-process daily 0.75 2020-02-12 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1578066523294-46CHQVH31OJIQS56SRN9/image-asset.jpeg Planning Process https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1579558388594-1A2B2JUIK3TBT9I2Z8TL/1.png Planning Process - Step 1Initial Meeting • Learn about your goals, values, dreams, special concerns and challenges. • Discuss the different approaches to planning and how our team can be of value to you and your family. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1579558548817-9ZB8TPWKVMB10LW4KR2X/2.png Planning Process - Step 2Data Gathering • Consolidation of information regarding all areas of finance. • Review financial documents. • Discussion of risk tolerance and values around money and investing. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580515671584-KZNFH3B20ZAVKGOTYUPR/3.png Planning Process - Step 3 Preliminary Plan Development • Compile information into first draft of financial plan. • Develop initial strategies and coordinate with specialists. • Prepare for draft meeting with client. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580515837893-6G6MH8NQMV6JGHUK4J6E/4.png Planning Process - Step 4Draft / Strategy Meeting • Present and discuss initial findings, strategies, and recommendations. • Make any adjustments or corrections to baseline information. • Collaborate and develop plan scenarios and alternatives. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580515932987-NG0HBRXNT6WDRJQPOF99/5.png Planning Process - Step 5Plan Completion & Formalization • Integrate any new or updated information and/or research into plan. • Final development and composition of plan. • Prepare Client Action Plan and any documents or applications based on final recommendations. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580516011537-B4JB8PK5GGFLJFPUEYB9/6.png Planning Process - Step 6Plan Delivery & Implementation • Present and discuss any new or alternate strategies and key points of plan. • Develop schedule for ongoing strategy meetings https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580516025574-JFXMOK27DB5THZCSSP1Q/7.png Planning Process - Step 7Ongoing Financial Planning • Analyze existing investment and financial planning strategies and present as needed. • Ongoing regularly scheduled strategy meetings https://www.mainsailfg.com/community daily 0.75 2025-04-30 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580516654746-0X89GV92RU6NOB779V0O/image-asset.jpeg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1666644640722-F5U43OZR55O3EDQVN174/David_Bridget_Hartze_Alzheimers_Walk_Flag.jpg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1666644564011-0VL99MWYG8K62E3ZWDHM/Screenshot+2022-10-24+134908.jpg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1666644468434-6E8ODK05XAJ4RU7J6SRJ/Oswalds_Beach_Flag_2022.jpeg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1716918880150-TFOZEUSWZQS5H09WZT0O/eric-cole-flag.jpg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1635190644497-0TZP8COFBH3736VMRVZ5/Kadi-Corn-Maze.jpg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1635190633540-6KXLRT1MYFXGM430ZDIK/1635108027166.jpg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1623698056481-A38UHO1Y3C5B96WXWEWN/Oswald+w+Flag.jpg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1623698084203-LXOZTVO8AZBP37TVTWCF/PalmSprings.jpg Community https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/557e8368-31ed-4613-aca0-0e7c6e137aa1/undefined.jpg Community - All in for Autism 5k Run/Walk 2025 In April, the Mainsail team laced up to take part in the All in For Autism 5k Run/Walk benefitting Bellevue’s Kindering Center and other autism-related organizations, plus Rotary projects that benefit children and their families. 1 in 54 children in the United States are diagnosed with Autism Spectrum Disorder, and the funds from this run/walk can be used to support children with ASD, their families, and caregivers to raise their quality of life. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/202e12f3-6f69-4344-b4a6-c62fbc453784/09.18.2024+Treehouse+Volunteer+Day+4.jpg Community - Team Service Day at Treehouse 2024 In September, the Mainsail team spent an afternoon volunteering at Treehouse to sort and categorize donations for the Treehouse Store. At the Treehouse Store, children, youth and young adults who have experienced foster care and their caregivers can shop for high quality clothing, shoes, school supplies, toys, books, and other essentials. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/71d97bd2-3f0e-4671-8a80-9c4034ca9808/IMG_5377.jpg Community - Team Service Day at Treehouse Fall 2023 On September 29, 2023, the Mainsail team spent the afternoon volunteering at Treehouse to sort incoming donations for the Treehouse Store. At the Treehouse Store, children, youth and young adults who have experienced foster care and their caregivers can shop for high quality clothing, shoes, school supplies, toys, books, free tickets to events and other essentials. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/2e5015d6-ee6c-407b-baf2-a2172f4927f6/IMG_0656.jpg Community - Team Service Day at Treehouse Spring 2023 On March 22, 2023, the Mainsail team spent the afternoon volunteering at Treehouse to sort incoming donations for the Treehouse Store. At the Treehouse Store, children, youth and young adults who have experienced foster care and their caregivers can shop for high quality clothing, shoes, school supplies, toys, books, free tickets to events and other essentials. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/04e9590f-c83f-42af-a375-09cac6af8766/adam-stocking-drive.jpg Community - Holiday Stockings for Homeless Youth 2022 On Dec 11, 2022, Mainsail was represented in the community when co-founder Adam Laibson and his family participated in the Christmas Stocking Stuffer for Homeless Youth event at SeaTac Marine Services. There were over 100 volunteers of all ages assembling stockings for displaced kids of all ages. The entire volunteer team filled over 1,000 stockings filled with wonderful gifts including hats and bibs that were crocheted by some of the volunteers during COVID. It was a cold day but the coffee and hot chocolate were flowing and it was a privilege to be a part of the event for another year! https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/5b2487d0-dd30-4551-a4f7-60fd7a2129ef/all-in-for-autism.jpg Community - All in for Autism 5k Run/Walk 2022 On April 24, 2022, the Mainsail team laced up to take part in the All in For Autism 5k Run/Walk benefitting Kindering and other autism related organizations. 1 in 54 children in the United States are diagnosed with Autism Spectrum Disorder, and the funds from this run/walk can be used to support children with ASD, their families, and caregivers to raise their quality of life. Mainsail’s Samantha Kennedy came in 16th out of more than 600 participants in the 5k race. Go, Sam! Additionally, our team was also able to raise nearly $300 by participating! https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/a6dd7dfb-7c1a-4fa8-a1a2-dfe2d27f51ee/20211002_173324301_iOS.jpg Community - SODA Volunteer Event at Marymoor Dog Park On a sunny fall Saturday in October 2021, Brandon, Jenn, and Samantha joined SODA (Save Our Dog Areas) to improve and maintain the pathways of Marymoor Dog Park in Redmond. The team dug in, quite literally, by hauling and spreading bark. We enjoyed giving back to the community through park improvements, and of course, meeting so many cute dogs in the process! (Including the little photo bomber in the photo above.) https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1579223243628-I2JV4NPDRVJDUSW1J25R/00b9a27a-458a-419b-951f-22395156fb5c.jpg Community - Holiday Stockings for Homeless Children In its 17th year, volunteers filled stockings at Coast Guard Base Seattle during the annual Coast Guard Family and Friends Holiday Stockings for Homeless Children event on December 7, 2019. Our advisors were humbled to be a part of it. HSHC is an annual Coast Guard family and community organization that provides and delivers handmade holiday stockings, filled with new and educational gifts and toys, to homeless children living in shelters throughout the Puget Sound area. They have filled more than 32,000 stockings, to children ages birth to 17-years, in 102 shelters from Everett to Tacoma. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/702c5d7c-81ff-4a02-a43c-235a2318963c/Media+%281%29.jpg Community - Team Service Day at Treehouse 2025 In March, the Mainsail team spent an afternoon volunteering at Treehouse to shop and prepare online orders for the Treehouse Store. At the Treehouse Store, children, youth and young adults who have experienced foster care and their caregivers can shop for high quality clothing, shoes, school supplies, toys, books, and other essentials. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/97234e1d-a32e-4cd9-a660-e584cfd2dba8/04.28.2024+All+in+for+Autism+Team.jpg Community - All in for Autism 5k Run/Walk 2024 In the spring, the Mainsail team laced up to take part in the All in For Autism 5k Run/Walk benefitting Bellevue’s Kindering Center, Washington Autism Alliance and the City of Bellevue’s Youth Program Donation fund. 1 in 54 children in the United States are diagnosed with Autism Spectrum Disorder, and the funds from this run/walk can be used to support children with ASD, their families, and caregivers to raise their quality of life. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/efd47e42-d6ad-414a-9df7-7402b1a32e1d/1682913209706.jpg Community - All in for Autism 5k Run/Walk 2023 In the spring, the Mainsail team laced up to take part in the All in For Autism 5k Run/Walk benefitting Bellevue’s Kindering Center, Washington Autism Alliance and the City of Bellevue’s Youth Program Donation fund. 1 in 54 children in the United States are diagnosed with Autism Spectrum Disorder, and the funds from this run/walk can be used to support children with ASD, their families, and caregivers to raise their quality of life. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/9996d897-156a-4827-978e-cf038d2ffbf7/IMG_0044.jpg Community - Team Service Day at Treehouse 2022 On October 19, 2022, the Mainsail team spent the afternoon volunteering at the Treehouse Store to make the upcoming holiday season magical for youth in foster care! At the Treehouse Store, children, youth and young adults who have experienced foster care and their caregivers can shop for high quality clothing, shoes, school supplies, toys, books, free tickets to events and other essentials. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/77ec72fb-78d5-47ce-9db2-112de093ae8b/BlogPodcast+Post+Image.jpg Community - Holiday Stockings for Homeless Children 2021 On December 11th, 2021, Adam Laibson and his family participated in the Holiday Stockings for Homeless Children event. The event is an annual community effort, facilitated by the US Coast Guard, to fill handmade holiday stockings with new gifts and useful essentials. The filled stockings are delivered to for homeless children, ages birth to 17 years, who are living in and out of shelters in the Puget Sound area to provide a bit of cheer for the season. There was a fantastic turnout of volunteers of all ages, and we had a great time helping to fill stockings and fill hearts this holiday season! https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/8b4cc9fc-f6ae-4544-a429-3f3643a4dc33/Northwest+Center+Golf+Tournament Community - Northwest Center Golf Classic 2021 On July 12th, 2021, Brandon and the Mainsail Team joined Northwest Center for its annual charity golf tournament. Brandon played in the tournament, and as a hole sponsor, Adam and Jenn enjoyed connecting with the players throughout the day. Hosted at the beautiful Bear Creek Golf Course and Country Club, it was a great way to get back into the “swing” of connecting with people in person again! https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1579223302498-NYUPVJOZF3OZP86XNY0B/5d7f4a80-a0ab-4ae3-be5c-fed1b01829b4.jpg Community - 2019 Dolphin Dash On June 18, 2019, Mainsail Financial Group was proud to be a sponsor of the Woodmoor Elementary School’s 2019 Dolphin Dash. Dolphin Dash is an event that highlights unity of all of the students of the school, with over 26 different languages spoken. Dolphin Dash culminates with school events that bring together all of the different classes and populations to show the greatness of all of its students. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/e2c7e274-e3ac-4d7a-a6fb-164d5cd6c664/orion-pantry-2.jpg Community - Summer Food Drive for Orion Industries In June 2024, the Mainsail team and generous members of our community supported our non-profit partner, Orion Industries, to provide ready to eat and shelf stable food and snacks to those facing food insecurity. We were introduced to their mission through one of our valued clients, Diane! https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/9aa4e9de-ffa7-4b38-a62b-52e662e143b8/treehouse-february-2024.jpg Community - Team Service Day at Treehouse 2024 In February, the Mainsail team spent an afternoon volunteering at Treehouse to tag and prepare donations for the Treehouse Store. At the Treehouse Store, children, youth and young adults who have experienced foster care and their caregivers can shop for high quality clothing, shoes, school supplies, toys, books, and other essentials. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/96a15219-cda1-493e-8ecd-9718650692aa/food-drive-benefiting-bellevue-lifespring.jpg Community - September Food Drive In the month of September 2023, we hosted a food drive benefiting Bellevue LifeSpring! We invited our team, community, and clients to drop off food and hygiene items at the Mainsail Financial Group office. At the end of the month, we donated all items received for immediate distribution to students and families in need in the Bellevue area. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/8a3d64bc-6a0b-4142-8559-803b15057ac4/IMG_1316.jpg Community - Northwest Center Golf Classic 2022 As part of our commitment to make a difference in our community, Mainsail is a proud sponsor of Northwest Center, whose mission is to make our schools and workplaces accessible for people of all abilities. We participated and sponsored a hole during their annual Golf Classic, which raised a record-breaking $130,000! https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/85073ece-ebe7-4f25-a71c-b161daa93a08/giving-tree-compass-housing-alliance.jpg Community - Winter Wishes Giving Tree On December 16th, 2021, Jenn Haskins and her family gave back to the local community by shopping and purchasing gifts for children receiving support from Compass Housing Alliance and the University District Food Bank. This is an annual tradition her family enjoys, and they look forward to being able to give back each year! https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1623697085395-7VKMDY2TAHU8DVIO2A8C/expect-miracles-event.png Community - Expect Miracles Foundation Corporate Showdown Adam Laibson of Mainsail Financial Group and Team Commonwealth showed up to the Peloton Corporate Showdown to benefit the Expect Miracles Foundation on May 19, 2021. Our team took home top prize for the number of participants riding live during the (not-so) friendly competition. The challenge featured two scheduled Peloton rides, and most of Team Commonwealth’s members—45 advisors and home office staff—clipped in for both to secure top honors and capture the Company Cup! In addition to bragging rights, the team raised a significant sum for cancer research. The net proceeds from the virtual fundraising event will be donated to Expect Miracles Foundation’s three signature programs that provide life-saving research and grants to young adults who are struggling financially while recovering from cancer. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1579223305334-WE7U799HTVJ8T6CMDUQG/9a841948-9cb1-47c6-90fe-ff02bd3c7752.jpg Community - Special Needs Planning with Northwest Center On Aug 1, 2019, Mainsail Financial Group partnered with Northwest Center to offer a workshop designed to highlight the financial concerns and questions for families with Special Needs and Considerations. This workshop offered some planning ideas and tips that go far above and beyond the day to day topics of finance. https://www.mainsailfg.com/business-owners daily 0.75 2020-02-12 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1580865441255-WRENISU4UCPUXIXNSZXQ/image-asset.jpeg Business Owners https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1578064836992-J5VFVDA1YWIREF7UC080/AdobeStock_283781068.jpeg Business Owners https://www.mainsailfg.com/for-students daily 0.75 2022-10-11 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1663867657392-57N6839ZMVNAKPV54QID/unsplash-image-8CqDvPuo_kI.jpg For Students https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/270d0d71-c67d-4b08-a23f-228e85d7698e/Adam-Laibson-Financial-Advisor-in-Bellevue-WA.png For Students - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/c5e54dcf-02c1-40a3-b358-02c8b0469115/Brandon-Steele-Financial-Advisor-in-Bellevue-WA.png For Students - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/11cf40fb-027e-4358-aea0-98d4b26c94cb/bellevue-financial-planner-getting-to-know-you.png For Students - STEP 1: Getting to Know the Client In our initial conversations, we will get to know the client, learn about their goals, values, dreams, unique concerns and challenges, and discuss our approach to planning. From here, we will work to consolidate all of the client’s information, review financial documents, and discuss their values around money and investing. Then, we will compile this information to identify and share areas of opportunity. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/ec0a7cd8-84cd-4715-bfc5-0601a0dc4cc5/bellevue-financial-advisor-researching-your-financial-plan.png For Students - STEP 2: Researching & Developing a Personal Financial Plan We will meet with the client to discuss our initial findings and continue to fine tune our recommendations. Additionally, we will collaborate on different scenarios as we continue to work through the planning process. We will then discuss additional strategies and key points to consider moving forward. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/fbebc66c-bb17-4abb-a7c8-c3d0270e86a8/bellevue-financial-advisor-ongoing-meetings.png For Students - STEP 3: Ongoing Financial Planning We will develop a schedule for re-occurring strategy meetings as part of our plan delivery. We will continue to analyze existing investment and financial planning strategies to present in our meetings. We keep our clients informed through ongoing virtual events, one-on-ones, and touchpoints throughout the year. We are proactive in making sure our planning strategies always reflect the most up to date market and legislation changes. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/d50ac5d4-00d6-40da-bc8f-f34001b54e75/6-key-areas-of-financial-planning.png For Students - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1616113549360-2QSZP26LTJFIEHC9EGCX/what-is-a-fiduciary.jpg For Students - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.mainsailfg.com/for-advisors daily 0.75 2022-12-12 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1670870422420-CMR86D070E7DR2RNEPL0/unsplash-image-RpvC77-exG0.jpg For Advisors https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/270d0d71-c67d-4b08-a23f-228e85d7698e/Adam-Laibson-Financial-Advisor-in-Bellevue-WA.png For Advisors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/c5e54dcf-02c1-40a3-b358-02c8b0469115/Brandon-Steele-Financial-Advisor-in-Bellevue-WA.png For Advisors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/d50ac5d4-00d6-40da-bc8f-f34001b54e75/6-key-areas-of-financial-planning.png For Advisors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1616113549360-2QSZP26LTJFIEHC9EGCX/what-is-a-fiduciary.jpg For Advisors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/11cf40fb-027e-4358-aea0-98d4b26c94cb/bellevue-financial-planner-getting-to-know-you.png For Advisors - STEP 1: Getting to Know the Client In our initial conversations, we will get to know the client, learn about their goals, values, dreams, unique concerns and challenges, and discuss our approach to planning. From here, we will work to consolidate all of the client’s information, review financial documents, and discuss their values around money and investing. Then, we will compile this information to identify and share areas of opportunity. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/ec0a7cd8-84cd-4715-bfc5-0601a0dc4cc5/bellevue-financial-advisor-researching-your-financial-plan.png For Advisors - STEP 2: Researching & Developing a Personal Financial Plan We will meet with the client to discuss our initial findings and continue to fine tune our recommendations. Additionally, we will collaborate on different scenarios as we continue to work through the planning process. We will then discuss additional strategies and key points to consider moving forward. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/fbebc66c-bb17-4abb-a7c8-c3d0270e86a8/bellevue-financial-advisor-ongoing-meetings.png For Advisors - STEP 3: Ongoing Financial Planning We will develop a schedule for re-occurring strategy meetings as part of our plan delivery. We will continue to analyze existing investment and financial planning strategies to present in our meetings. We keep our clients informed through ongoing virtual events, one-on-ones, and touchpoints throughout the year. We are proactive in making sure our planning strategies always reflect the most up to date market and legislation changes. https://www.mainsailfg.com/bellevue-financial-advisor daily 0.75 2025-03-31 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1697652987445-QQILFW0DLAFGMOIEKJY6/Untitled+design+%2826%29.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1697652987445-QQILFW0DLAFGMOIEKJY6/Untitled+design+%2826%29.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1697652987445-QQILFW0DLAFGMOIEKJY6/Untitled+design+%2826%29.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/f8248700-eeb0-4ba0-b9db-bfae51fd8476/Team_Photo.jpg Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1ce62f6b-8ff4-49fa-89f5-17db2728169d/Mainsail+Financial+Group+Featured+in+Forbes+Business+Insider+CBS+US+News.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/03287c11-09b9-44ac-916a-57686de134da/Mainsail+Financial+Group+Fee+Only+Advisory+Firm+in+Bellevue+Washington.jpg Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/94775b6d-e12e-4050-ac8a-ddd8e47bfcc0/3K1A6661.jpg Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/7f0416b1-5e33-484f-a277-fb9ef8358ee8/Mainsail+Financial+Group+Retirement+Advisors+in+Bellevue%2C+WA.jpg Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/714c6415-ab15-4c6b-9aa3-08479d565e3b/Untitled+design+%2825%29.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/d8655959-f325-4739-8691-45069da7f0e7/mainsail-discovery.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/0c75e8b5-d194-48b9-81a5-69f63d308062/mainsail-support.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/ef27b2be-a00e-430e-bae8-90ce52b88ae7/Free+Retirement+Checklist+from+Mainsail+Financial+Group.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/4afabf17-643d-4f93-8df5-3d14fce947e0/Mainsail+Financial+Group+Wealth+Management+in+Bellevue%2C+Washington.jpg Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/d50ac5d4-00d6-40da-bc8f-f34001b54e75/6-key-areas-of-financial-planning.png Bellevue Financial Advisor for Retirement Planning - Mainsail Financial Group - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.mainsailfg.com/giving-back daily 0.75 2025-06-26 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1698693045124-8VF0C587PBVH32XACZJ8/1.jpg Giving Back https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/a579f402-d0b6-4876-ae06-7a169ce29fd4/treehouse-for-kids.png Giving Back - Treehouse for Kids Treehouse envisions–and strives to create–a world where every child who has experienced foster care has the opportunities and support they need to pursue their dreams and launch successfully into adulthood. Learn more about Treehouse for Kids → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/5a268e25-2d2f-4855-a99d-4dcbc06729cf/northwest-center.png Giving Back - Northwest Center Northwest Center’s mission is to promote the growth, development and independence of people with disabilities through programs of therapy, education and work opportunity. Learn more about Northwest Center → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/4d68a979-93e1-4fd1-9957-be3365ab96a9/Untitled+design+%282%29.jpg Giving Back - Mary’s Place Mary’s Place envisions a community where all families have safety, stability, and housing. Their mission is to ensure that no child sleeps outside by centering equity and opportunity for women and families. Learn more about Mary’s Place → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/b128f999-5c84-45c6-8c7a-4e5e8cc2a6f4/wellspring-family-services.png Giving Back - Wellspring Family Services At Wellspring, they believe every family—and in particular, every child—deserves a stable home. A place to feel safe and the confidence and sense of security that comes with it. Wellspring is a nonprofit organization on a mission to end family homelessness for good. They connect people with the resources and support they need to maintain and regain stability for themselves and their families—and to achieve positive, lasting change in their lives. Learn more about Wellspring Family Services → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/f2a26ab4-916f-4a43-a3c6-35367125d003/habitat-for-humanity-seattle-king-county.png Giving Back - Habitat for Humanity Habitat for Humanity’s vision is a region – and a world – where everyone has a decent place to live. In King and Kittitas Counties, and around the world, Habitat for Humanity brings people together as volunteers, homeowners, donors, and community members to create strength, stability, and self-reliance through shelter. Habitat for Humanity constructs affordable homes, repairs homes for income-qualified homeowners and seniors, operates discount home improvement stores, and mobilizes nearly 4,500 volunteers a year. Learn more about Habitat for Humanity → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/598425ba-a43c-449e-85cf-0e47fe1b562a/paws-progressive-animal-welfare-society.png Giving Back - PAWS PAWS is people helping cats, dogs and wild animals go home and thrive – whether home is the family room or the forest. They do this by rehabilitating orphaned and injured wildlife, sheltering and adopting homeless cats and dogs, and educating the community to inspire compassionate action for animals. Since 1967, PAWS has united more than 130,000 cats and dogs with loving families, cared for more than 140,000 sick, injured and orphaned wild animals, and made the world a better place for countless others through outreach, education and advocacy. Learn more about PAWS → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/4f6586c0-3e99-4064-bce4-47fd7ac40a0b/KLCC.png Giving Back - KLCC KLCC is 'NPR for Oregonians' and is a network of ten non-commercial FM signals serving western and central Oregon from studios in Eugene. Reaching approximately 90,000 weekly listeners, KLCC’s programming ranges from fact-based journalism about local, regional, national, and international issues to coverage of local arts, events, and cultural celebrations. Learn more KLCC → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/9a65799c-1b1d-4d1a-81bb-c588f37b44f7/Square+One+Villages.jpg Giving Back - SquareOne Villages SquareOne Villages is a non-profit creating self-managed communities of affordable housing for people in need of a home. It is their belief that everyone deserves a safe and stable place to call home. SquareOne seeks to bridge the often insurmountable gap between the street and conventional housing with a variety of stable, dignified, and cost-effective shelter and housing options. Learn more about SquareOne Villages → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/9075d114-dec8-4605-98b5-1131a20133e7/Food+For+Lane+County.jpg Giving Back - FOOD for Lane County FOOD For Lane County is a 501(c)(3) nonprofit food bank dedicated to reducing hunger by engaging their community to create access to food. They accomplish this by soliciting, collecting, rescuing, growing, preparing and packaging food for distribution through more than 150 partner agencies, distribution sites, and programs designed to improve the ability of low-income individuals to maintain an adequate supply of wholesome, nutritious food. Learn more about FOOD for Lane County → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/9b79b43f-4288-4298-8ba0-fddf1a834385/Friends+of+Trees.jpg Giving Back - Friends of Trees Since 1989 Friends of Trees has planted more than 975,000 trees and native shrubs in neighborhoods and natural areas in six counties across two states. They’ve done this through engaging tens of thousands of community members, and while implementing and growing programming that aims to do this work inclusively and equitably. Learn more about Friends of Trees → https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/fe6b38be-de60-44d0-8668-9fa473139d55/Greenhill+Humane+Society.jpg Giving Back - Greenhill Humane Society Greenhill Humane Society has been caring for animals in Lane County since 1944. It is the only animal shelter within the Eugene/Springfield, Oregon area. Greenhill is a private non-profit and relies on donations for a majority of its budget. The generosity of our local community enables us to provide a high level of care to lost, abandoned, and neglected animals while at the same time helping pet owners in need. Learn more about Greenhill Humane Society → https://www.mainsailfg.com/careers daily 0.75 2026-02-12 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1670870422420-CMR86D070E7DR2RNEPL0/unsplash-image-RpvC77-exG0.jpg Careers https://www.mainsailfg.com/financial-success-reports daily 0.75 2025-06-05 https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1616455165624-JI2GOC4CZUU9RBV98AN7/Mainsail%2BFinancial%2BGroup Financial Success Reports - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/fc5863a2-db42-4d40-a82c-6fa220733591/Financial+Assessment+-+Wealth+Enhancer.jpg Financial Success Reports - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e07ca4919536970a2d76e26/1616455165624-JI2GOC4CZUU9RBV98AN7/Mainsail%2BFinancial%2BGroup Financial Success Reports - 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