• Find out if you are on the road to fulfilled and enriched living through financial freedom and independence!
    Call Us Call Us

    It can be difficult to make financial decisions without access to information.

    We’re committed to helping you make informed decisions about your financial future.

    Educational Courses

    At Life Directions Financial, we hold informational educational courses for our clients and the greater community that feature information on specific financial topics. Often, our courses and presentations include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a course.

    By attending a course, workshop or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

    Our Calendar of Events

    Social Security INCOME Courses, $29

    This course addresses common Social Security questions such as what to consider before you apply for benefits and why the Social Security office can’t recommend the best option for maximizing your lifetime benefit. If you have questions about Social Security, this is an event you won’t want to miss!

    City University of Seattle, Bellevue Campus
    150 120th Ave NE, Suite 100, Bellevue WA 98005

    Saturday April 25, 2015
    10:30 AM - 12:00 PM, Room 4
    Register by April 22, and save $10!

    Thursday April 30, 2015
    6:30 PM - 8:00 PM, Room 5
    Register by April 27, and save $10!

    Thursday May 7, 2015
    6:30 PM - 8:00 PM, Room 5
    Register by May 4, and save $10!

    Retirement Elevated
    Retirement Elevated Course, $49

    You'll learn how to:

    Bellevue College
    3000 Landerholm Cir SE, Bellevue, WA 98007

    Thursdays June 11 & 18, 2015
    6:15 PM - 9:15 PM, Room D106

    Saturdays June 13 & 20, 2015
    9:30 AM - 12:30 PM, Room L211

    Call us at (425) 270-8376 to register over the phone or to ask any questions.

    Fill out my online form.
    Life Directions Financial’s Four Pillars
    the focus of our firm

    financial freedom

    Health & Longevity

    Purpose & Meaning


    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products, and are not offered by AE Wealth Management, LLC. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Insurance licenses: Washington WAOIC 145941, Oregon, North Dakota, Kansas NPN 5760124, Georgia 2820085, Texas 1640298, California 0I79234, Florida W033364, Arizona 1035540