Debbie Gianelli, CFP® spent years as an advisor with a major financial institution. When she broke ranks in 2002, she knew she wanted to do things a little differently.

While maintaining the high level of knowledge, experience and integrity she built her career on, Debbie created Whole Family Financial Services with a mission to make the whole process of financial planning and investing more approachable and user friendly. We think she is a breath of fresh air in a three-piece world and helps clients feel at ease with a process that might otherwise be fraught with tension or intimidation.

Her relationship-driven style is apparent even from the first meeting with her, which might take place on a sofa outside her office, with the children playing nearby (kind of like sitting down with a really savvy friend in the biz). From the creation of a written financial plan to goal setting for retirement or college funding, to divorce or estate planning and stock option advice, there are millions of decisions to make (particularly once the kiddies arrive and you truly need to act like a grown-up). Debbie is an experienced, trusted advisor who can address most, if not all your financial needs.

Fiercely independent, Debbie offers a customized approach for each family that is not motivated by product. She works with a wide range of clients throughout Seattle and the Eastside - from emerging affluent families to self-employed entrepreneurs to retiring baby boomers. The lifestyles and needs might be different, but Debbie's guiding principles are the same: independence, integrity, empathy, communication and knowledge. Maybe being a grown-up isn1t so bad after all?

Debbie Gianelli, CFP®
Whole Family Financial Services
17830 86th Ave NE, Bothell
425.424.2222
www.wholefamilyfinancial.com

P.S. True to her approachable style, Debbie hosts meet & greet events the whole family can enjoy - check her website for upcoming events at Pump it Up! in Kirkland.

Securities and Advisory Services offered through KMS Financial Services, Inc.