Cawaring Financial Planning is a Limited Liability Company. This company is not affiliated with any other company and provides objective, third party financial planning advice. We are a fee-only financial planning & consulting company that is compensated on a fee for service basis. We do not sell any investment or insurance products, so we can provide more objective advice. Our focus is to help our clients optimize their current financial situation, provide education, develop a financial strategy, and partner with them in finding appropriate personalized solutions.

Rachele S. Cawaring, CFP®, ChFC, is the principal member of the company. She has been providing financial advice to private clients since 1997. She has worked in large national firms, such as Merrill Lynch and Charles Schwab, and also regionally at Merriman Capital Management. She provided investment advice at each of these firms. Also, at Charles Schwab, she acted as the Regional Financial Planner for the Northwest, and was one of 12 regional planners for the country. Her specialty and passion is taking a big picture look at her clients’ financial situation and helping them develop a strategy to reach their goals.