Lisa Eaton
Advisor at Firm Footing Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Firm Footing Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Firm Footing Financial Planning
Location
Seattle, WA
Credentials
Series 65
Industry experience
1 year
Lisa Eaton is a financial advisor at Firm Footing Financial Planning in Seattle, WA, holding a Series 65 designation with one year of industry experience. She has prior experience at CPA Dream Team and Leece FP LLC and worked for over a decade at Cascade Dizziness Physical Therapy. In addition to her advisory role, Lisa provides tax preparation services through CPA Dream Team. Firm Footing Financial Planning offers fee-only financial planning and education to individuals, couples, families, and employers, focusing on limited-scope engagements addressing retirement, estate and tax coordination, cash flow, debt management, and business planning. The firm emphasizes an asset-allocation approach based on Modern Portfolio Theory and typically recommends passive, low-turnover investment vehicles, with clients responsible for implementation and custody.
Based on Firm Footing Financial Planning
Financial Planning: $250/hour; Financial Education Service: $90/hour; Fees are negotiable
Fee-only: Hourly fee only, no commissions or other sales-related compensation
Seattle, WA
Washington
CPA Dream Team
2023 - Present (3 years)
Leece FP LLC
2023 - Present (3 years)
Cascade Dizziness Physical Therapy
2013 - 2024 (11 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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