Live Your Life

With Financial Confidence

 

Your Team

We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.

As a focused and experienced group, we provide the resources and expertise of a large team, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection.

It’s your dream. We’ll help you get there.

-Steve Jobs

Step 1 - Introductory Phone Call

During this 15-minute introductory phone call we'll explain who we are and what we do for our clients. We'll make sure your unique situation matches our expertise.

Step 2 - First Office Meeting

The goal of this meeting is to get to know you you and get perfectly clear on your finanical goals, needs & concerns. We also offer virtual appointments over Zoom for thoes located outside of western Washington.

Step 3 - Review

As a collective team we apply decades of experience to develop your roadmap to financial clarity. Which is a clear and easy to follow process that will help you achieve financial clarity. Getting clear on where you're at now, where you want to be, in addition to knowing your tolerance for risk helps us customize a step-by-step plan of attack to help you achieve financial clarity and ultimately reach your goals.

Step 4 - Think about it

At the end of this process, all we ask is that you simply think about it. We want to help you achieve financial clairty. We'll develop a step-by-step roadmap to help meet your goals and we maintain ongoing communication to keep you on course & accountable!

Schedule your 15 minute no obligation phone call

MATTHEW ROSS, AAMS®, AIF®

President of Ross Financial Inc., Wealth Advisor, RJFS
Matthew Ross

My goals are simple. Figure out where you are at, what you would like to accomplish, put together a plan to help get you get there and then monitor our progress.

It is said that people fear what they don’t understand. I strive to explain our plan and the investments we own in such a way that brings you confidence during periods of economic highs and also when the “seas get choppy”. Our clients have the information to stay at ease through all seasons of life.

Matthew Ross
Our Hours

8:30 AM – 4:00 PM
Monday – Friday

Join us in Celebrating Ross Financial

Who We Are

Our Approach to Service

Let's Meet

What We Do

50 Benefits for Clients

Our Process

Financial Roadmap