INVESTMENT MANAGEMENT

Fine-Tuned Portfolios

With professionals involved with your investments, you’ll have a portfolio fine-tuned to meet your goals. You’ll no longer have to handle the pressures of managing your investments alone. Below is a breakdown of our investment management service

Concierge Services

Don’t let the sludge of financial complexity slow your progress! Our concierge services take the weight of one-off problems, complex withdrawal strategies, and pesky administrative tasks completely off your shoulders. You’ll have an on-call pro for all of your tough and tedious investment questions.
Cashiering
We’ll manage your trades and ensure your cash is allocated correctly.
Reactive Cash Flow
Have your cash flow adapted to pressing concerns or sudden expenses.
Portfolio Assurance
Stay on target for your goals, even amid life’s curveballs.
Hands-Off Administration
Leave pesky beneficiary updates, address changes, and other account changes to us.
Analyze Risk
Every dollar has a job and an expected time frame until it is used. Your portfolio’s risk will align with that.
Reduce Fees
Work with a fee schedule and tailored portfolio that respects a transparent and low-cost approach.
Avoid Mistakes
Use an investment professional to avoid expensive pitfalls and irreversible mistakes.
Financial Plan Integration
Streamline your investments by integrating them with your financial plan.

Effective Operations

Let’s face it, nobody likes waste – especially when it comes to your hard-earned money! That’s where our Investment Operations come in. The D.I.Y. investor doesn’t know what they don’t know. We put together professional investment operations to help clients avoid costly mistakes. We are accountable to you and have the technical tools to get the job done.

Portfolio Recalibration

Portfolio Recalibration keeps your financial future sturdy. As your skilled financial architects, we have a keen eye for outside stimuli affecting your portfolio or when a realignment is needed due to new life circumstances. We’ll grab our metaphorical hard hats and toolkits to rework, readjust, and realign your investments to stand the test of time.
Market Adjustments
Leverage the strategies of the most-trusted money managers when handling market changes.
Diversification
Make sure your investment eggs aren’t all in one basket.
Reallocating Assets
Reshuffle your assets to stack the financial deck in your favor.
Life-Driven Changes
When life changes, your investments are recalibrated to account for the new reality.
Regularly-Scheduled Reviews
Keep your investments on track with periodic check-ins.
On-Demand Consultation Calls
Have a financial life coach on standby for all your questions and concerns.
Reports and Online Portal
Receive transparent accounting, rates of return, summaries, and online portals.
Add-ons at No Charge
Get education accounts, cash equivalents, and select securities for no additional costs.

Performance Tracking and Reviewing

With Performance Tracking and Reviewing, we’ll regularly check up on how your wealth is being managed. We’ll meet together to review your portfolio a minimum of every 6 months. But don’t think you’re limited to just those appointments. You’ll always have a direct line to reach out to us with questions or concerns regarding your investment blueprint.

Goal Setting

  • Retirement Time Horizons: Whether you’re looking to work indefinitely, stop as soon as possible, or something in between, we’ll help you prepare for life’s next chapter.

  • Retirement Income: We help structure your investments to provide a stable retirement income so you can stop worrying about outliving your savings.

  • Charitable Giving: We’ll help make a bigger impact on the causes you care about by leveraging tools like qualifying charitable distributions and donor-advised funds.

Efficiency Analysis

  • Reducing Fees: A few percentage points on your portfolio’s ROI make all the difference. We’ll help you avoid unnecessary hits to your compound interest.

  • Complimentary Risk Analysis:

Portfolio Recalibration

  • Sector Analysis: We’ll evaluate various market sectors to determine their potential for investing that’s in alignment with your goals and values.

  • Diversification Testing: We’ll analyze the diversification of your portfolio to determine if the risks you’re taking align with your ideal vision.

  • Asset Reallocation: Every time we uncover that your portfolio isn’t balanced properly, we’ll make the adjustments necessary to serve your financial goals.

  • Full Explanation of Funds Chosen: We’re always transparent with how our recommendations serve your best interest. We don’t cash commission checks.

Performance Tracking and Reviewing

  • Regularly Scheduled Performance Reviews: We meet at a minimum of [ask joe] to check in on your progress. This keeps us ahead of the curve on any changes we may need to make..

  • On-Demand Consultation Calls: Don’t think our work together is limited to our [basis] meetings. You can reach out any time schedule support calls as needed.
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Professional Team

Kristin Harad

Marketing Coach

Step right up and meet Kristin Harad, the Marketing Coach wizard! Guiding businesses through the intricate maze of marketing, Kristin combines her smarts, pizzazz, and a hefty portfolio of wins to show she’s the real deal. Ever wonder what makes a brand pop and a strategy rock? Kristin’s your answer, lighting up the marketing world and turning potential into prowess.

Boasting three decades in the marketing arena, Kristin’s more than just a seasoned pro – she’s a beacon. Whether she’s spotting the next big trend or identifying a golden opportunity, she’s always got her finger on the pulse. And the cherry on top? Her rock-solid commitment to catapulting her clients right to the top of the business game. Dive into the marketing world with Kristin, and watch magic happen!

Jon Fogg

Content Creator

Jon Fogg is a dynamic and innovative content creator who has been making waves in the digital realm. With a passion for creativity and a flair for storytelling, Jon has captivated the financial world through his engaging and diverse content.

When he’s is not working on an SEO blog or case study, you’ll find him enjoying local art galleries or a phenomenal read. Friends and colleagues often commend him for his clear enthusiasm and dedication, which is evident in every project he undertakes. 

Kingston Hollman MBA

Compliance

Meet Kingston Hollman, the compliance guru everyone’s been talking about. With a sharp mind for regulatory ins and outs, Kingston is all about keeping businesses on the straight and narrow. That’s why he’s a go-to in the compliance world!

Sporting an MBA under his belt, Kingston’s not just about book smarts. He knows the fine dance between business strategy and staying in line with the rules. And guess what? He’s mastered it. Ensuring companies sail smoothly through the often-stormy waters of compliance is his game.

From the get-go, Kingston’s been crafting top-tier compliance programs, tailored just right for all sorts of industries. It’s his eye for detail and that knack for spotting the little things that make him stand out. He doesn’t just set up a system; he fosters a whole vibe of staying compliant, making sure everyone’s on board.

Jessica Martineau

Client Operations Manager

Jessica is a seasoned professional with a diverse background, bringing a decade of expertise across multiple industries. A proud graduate of SPU, her journey in the professional world is marked by significant accomplishments.

With nearly eight years dedicated to managing projects in the graphics and built environment sectors, Jessica has honed her skills as a meticulous Project Manager. This tenure has instilled in her a knack for thriving within organized structures while fostering robust client relationships, a hallmark of her professional ethos.

Her experience in the Finance industry spans almost a decade, where she has held pivotal roles as Lead Client Operations Manager and Director of Operations. Notably, her FINRA SIE Certification stands as a testament to her commitment to excellence.

Jessica’s strengths lie in cultivating enduring client connections, fueled by her passion for delivering thorough solutions. She finds joy in understanding and engaging with her colleagues, nurturing a cohesive work culture.

As a Pacific Northwest native, Jessica enjoys hiking, camping, and skiing. She loves reading, attending live music, plays, and comedy shows. Always a foodie, she delights in discovering new restaurants and revisiting old favorites, especially if there is a water view.

Most importantly, Jessica’s world revolves around her family—her amazing husband, Lee, and their two great kids. They are her inspiration and the anchor to her life outside of work.

Dionne Kelly

Executive Assistant

Let’s dive into the world of Dionne Kelly! Born in St. Kitts and with her roots deep in Barbados, Dionne’s been globe-trotting from her island homes to Canada, the USA, and Belize. Got a love for tropical spots? So does Dionne. Her passport’s got stamps that tell tales of sun, sea, and a bunch of awesome adventures.

Now, when it comes to her profession, Dionne’s the real deal. Over 20 years in the game as an Executive Assistant, she’s been the secret ingredient for bigwig C-suite execs. Think of a challenge, and Dionne’s likely tackled it head-on with her unbeatable organizational skills and eagle eye for detail. 

Oh, and did we mention she’s a foodie? Dionne’s taste buds have danced across diverse culinary landscapes, adding a sprinkle of global flavor to her persona. In the world of executive support, she’s a powerhouse, always two steps ahead and ready to make things happen. 

Joe Wride CFP®

Founder & CEO

Meet Joe Wride, the president and founder of Crafted Finance. With a knack for pension and investment management, insurance, and financial planning, Joe’s all about offering top-notch services without breaking the bank. That’s why he started Crafted Finance!

A proud Finance major from Washington State University, Joe’s got the credentials to back it up as a Chartered Life Underwriter and CERTIFIED FINANCIAL PLANNER™ Professional. Since 2009, he’s been helping individuals, families, and pension plans make sense of their finances. Joe’s even on the board of the Financial Planning Association’s Puget Sound chapter. Check out his LinkedIn profile here.

Joe gets that everyone’s got their own money story. That’s why he’s crafted a unique process to help folks of all stripes manage their finances, whether they’re flying solo, raising a family, or running a company. He’s all about learning and growing to make sure his guidance is just the right fit for his clients.

When he’s not crunching numbers, you’ll find Joe enjoying the Seattle life. He’s into skateboarding at Alki beach, biking, golfing, snowboarding, hiking, and camping. Sports fan? You bet! Joe’s a die-hard supporter of the Cougars, Mariners, Seahawks, and Sonics. But what really matters to him is family time with his wife Jessica, daughter Ocean, and dog Kanga. Joe’s excited to welcome more kiddos into their home through foster care and adoption in the future.

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