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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.
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.
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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Years of Experience


Professional Team

Kristin Harad

Marketing Coach

Kristin Harad is a Marketing Coach extraordinaire, guiding businesses and professionals through the complex world of marketing with her expertise, passion, and a proven track record of success. With a deep understanding of branding, strategy, and communication, Kristin empowers her clients to unlock their full marketing potential.

With over a decade of experience in marketing, Kristin is a true luminary in the field. She possesses a keen eye for trends, a knack for identifying opportunities, and an unwavering commitment to helping her clients thrive in the competitive business landscape.

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 audiences worldwide through his engaging and diverse content.

As a pioneer in the world of content creation, Jon Fogg has consistently pushed the boundaries of what’s possible in the digital landscape. His journey began with a humble camera and a dream, and he has since evolved into a multi-talented creator, producing content that spans various genres and platforms.

Kingston Hollman MBA


Kingston Hollman MBA is a seasoned professional in the field of compliance, known for his extensive expertise and dedication to maintaining regulatory integrity within organizations. With a strong educational background and years of experience, Kingston is a trusted authority in the compliance arena.

Armed with a Master of Business Administration (MBA) degree, Kingston possesses a profound understanding of the intersection between business strategy and regulatory adherence. He combines this knowledge with a meticulous approach to ensure that organizations navigate complex compliance landscapes effectively and ethically.

Throughout his career, Kingston has demonstrated his ability to develop and implement comprehensive compliance programs tailored to specific industries and regulatory frameworks. His keen attention to detail and analytical mindset enable him to identify and mitigate potential risks while fostering a culture of compliance within organizations.

Kelly Gosiewski

Client Service Administrator

Kelly Gosiewski is a Client Service Administrator known for her unwavering dedication and exceptional client-centric approach. With a career spanning several years in the financial services industry, Kelly has consistently demonstrated her ability to provide top-tier support to clients and ensure their needs are met with the utmost professionalism.

Kelly’s role as a Client Service Administrator involves managing client relationships with a keen focus on delivering outstanding service. Her strong interpersonal skills and attention to detail allow her to understand client requirements and address their concerns effectively, fostering strong and lasting client partnerships.

In her career, Kelly has excelled at streamlining administrative processes, ensuring that client accounts are meticulously maintained, and transactions are executed seamlessly. Her commitment to accuracy and precision is evident in all her interactions, earning her a reputation for reliability and trustworthiness among clients and colleagues.

Dionne Kelly

Executive Assistant

Dionne Kelly is a highly accomplished and dedicated professional serving as an Executive Assistant with an extensive track record of providing invaluable support to senior executives. With a career spanning over a decade, Dionne has consistently demonstrated her exceptional organizational prowess, meticulous attention to detail, and unwavering commitment to enhancing operational efficiency.

Throughout her career, Dionne has been a trusted right-hand to C-suite executives, adeptly managing their busy schedules, prioritizing tasks, and facilitating seamless communication within the organization. Her ability to anticipate the needs of her superiors and proactively address them has been a hallmark of her success.

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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