About Kurt Heineman

Firm

Bio

My name is Kurt Heineman and I am a fee-only financial planner. I specialize in helping Christians with Retirement Planning, Estate Planning, and Socially Responsible/ESG investing.

As a financial planner, I excel at helping you be purposeful about your finances and making sure they are aligned with your values. It’s critical to me that I understand what your best interests are so that I can serve you well. I’m highly skilled at helping individuals and couples verbalize their values and goals. I invite you to join me for a complimentary first meeting where we discuss the following questions:

What's important about money to you?
What's something you want to accomplish that requires money and planning?

As you share your answers to these questions, I listen closely to make sure I understand your values, goals, and best interests. When you hire me, I will build a comprehensive financial plan for you based upon this conversation.

I was recently featured on a podcast where I spoke about my planning process and the first complimentary meeting. You can watch an excerpt of the podcast below.

I work with clients local to the Spokane area and remotely with people outside of Spokane.

I live in Spokane with my wife Katie, and our two young children. I love camping, mountain biking, playing basketball, and spending time with friends and family.