Book Now Available

Get Your Financial Fix! Subscribe For Our Latest Planning Tips.

REAL ESTATE STRATEGIES

Property Done Properly

There’s a reason the wealthy own real estate. It’s a powerful tool in both building and protecting your wealth. That’s why real estate strategies are part of our financial planning service. Unlike some advisors, we don’t like to shy away from decisions in this sector. We see personal residences, investment properties, and other real estate investments as powerful allies to your comprehensive financial plan.

Personal Residences

With Personal Residences, we guide you through real estate transactions, analyzing their impact on your finances and lifestyle. Together, we will integrate your property plans into your comprehensive financial plan, easing fears and providing clarity. Partner with us to simplify this complex process and handle one of the biggest investments of your life with confidence.
Buying
Close on your new home with total financial confidence.
Selling
Feel prepared when making this huge financial transition.
Improving
Nail your dream renovations without hammering your wallet.
Mortgage Planning
Fix up your mortgage for a better long-term financial fit.
Buying/Selling a Rental
Step in and out of rental properties with sturdy financial feet.
Managing a Vacation Home
Don’t let vacation home dreams turn into nightmares.
Budgeting for Maintenance
Breaks in your rental shouldn’t lead to breaks in your bank.
Real Estate Investing
Feel confident when investing in the real estate sector (e.g. rentals, REITs, etc.).

Income Properties

With Income Property Advising, we can help turn that vision of a quaint beach house or multi-unit rental into an income-producing reality. Whether you’re new to the scene, or a seasoned real estate investor, we’re here to help you bring out more of your inner mogul.

Free eBook

Property Is Power.

Check Out Our Free Ebook On Leveraging Real Estate As Part of Your Overall Wealth Plan.

Homeowner Advising

  • Budgeting For Remodeling Projects: The right remodeling projects can add value to your home, but that doesn’t mean they come inexpensively. Together we’ll help you determine which projects make sense from an appreciation and affordability standpoint.

     

  • Home Refinancing: We’ll help evaluate your present financing situation in relation to your home. And together we’ll help determine if it’s time to renegotiate the terms of your mortgage.

     

  • Home Selling/Buying: Whether you’re buying or selling a home, it’s a major financial decision. We’ll walk you through the steps of each process, and make sure you’re prepared for the long-term.

 

  • Turning Your Home Into a Rental: If you have a spare bedroom, you may have considered renting it out. You may choose to generate passive income out of your personal residence.

Income Property Advising

  • Buying A Rental Property: Rental real estate can be a powerful income driver, but it requires due diligence. We’ll help you stay on top of your rental’s income, expenses, taxes, and cashflow.

     

  • Budgeting For Rental Maintenance: Tenants will do some wear and tear to your rental properties. But together we can stay on top of making sure there’s enough to keep them looking good.

     

  • Buying/Renting Out A Vacation Home: Vacation homes are a dream for many of our clients. That’s why we strategize ways to generate income through tenancy.
0 +

Happy Customer

0 +

Completed Projects

0 +

Years of Experience

0

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.

Download for Free

Property Is Power.

Let us know which email address to send this Free eBook to down below:

Please enable JavaScript in your browser to complete this form.
Name
This best describes my experiance in real estate investing:

Get Your Financial Fix!

Subscribe So You Don’t Miss Our Latest Planning Tips.

Search Site