Know your risk number Take the Risk Score Quiz
About Us Experienced Professionals You Can Trust
Rial Moulton and Don Moulton are both Certified Financial Planner™ professionals and fiduciaries. Working with a CFP® professional indicates you are collaborating with someone who has satisfied rigorous requirements in education, ethics, experience, and testing. We rely on logic, numbers, and objective facts to establish and target your financial goals, while legally bound to put your needs at the center of everything we do.
We're on The Radio Every Saturday!
8:00am on KXLY Radio 920AM Spokane
9:30am on News Talk 870AM Tri-Cities
Learn more
1
Free Financial Physical
During our first conversation, we conduct a comprehensive "financial physical" to thoroughly review your current financial life. We objectively evaluate five core areas: your protection and insurance coverage, the status of your estate planning documents, multi-year tax planning strategies, retirement income sustainability, and your current investment risk alignment. During this meeting, we discuss specific steps you should take to better postion yourself for financial security in retirement.
2
Create an action Checklist
If we determine that our services are a mutual fit, we will invite you back for a second complimentary meeting. During the meeting, we will review a personalized action plan checklist covering all 5 areas of financial importance in retirement. In creating that plan we utilize specialized assessment tools to calculate your personal risk tolerance and analyze how your current portfolio might perform during significant market corrections. The checklist is yours to keep whether we decide to work together or not.