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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.
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Professional Team

Kristin Harad

Marketing Coach

info@craftedfinance.com

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

info@craftedfinance.com

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

Compliance

info@craftedfinance.com

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

Info@craftedfinance.com

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

info@craftedfinance.com

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

joe@craftedfinance.com

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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