Diane Jochimsen, as the President and Fee Only CERTIFIED FINANCIAL PLANNER™ at White Raven Financial Services, brings a unique blend of analytical rigor and financial acumen to her clients. With a rich background as a computer programmer and analyst, Diane has harnessed her technical expertise...
Diane Jochimsen, as the President and Fee Only CERTIFIED FINANCIAL PLANNER™ at White Raven Financial Services, brings a unique blend of analytical rigor and financial acumen to her clients. With a rich background as a computer programmer and analyst, Diane has harnessed her technical expertise to create a robust financial planning practice that emphasizes clarity and strategic foresight. Her journey into financial planning was fueled by a desire to empower individuals and small business owners to navigate the complexities of investments, retirement planning, and wealth management.
At White Raven Financial, Diane specializes in providing tailored financial consulting services, particularly for clients experiencing sudden wealth, job transitions, or seeking sustainable investment strategies. Her commitment to socially responsible investing and impact investing reflects her belief that financial decisions can align with personal values and contribute positively to society. Diane’s approach is holistic, ensuring that clients not only achieve their financial goals but also invest in ways that resonate with their ethical considerations.
Key projects under Diane’s leadership include developing comprehensive retirement plans that incorporate both traditional investment strategies and innovative sustainable investing options. She actively engages with clients to educate them on the importance of financial literacy, helping them make informed decisions that secure their financial futures. Diane’s expertise in personal finance, coupled with her passion for helping others, has positioned White Raven Financial as a trusted resource in the Washington state financial landscape. Through her dedication and strategic vision, Diane continues to expand the practice, fostering a community of financially empowered individuals and businesses.
