Why Blue Canoe?

Our Name: Blue Canoe Financial Planning

Blue Canoe is certainly an unusual name for a Financial Services company; but then again – we’re not your average financial services company. When I set out to capture the spirit of our service, I wanted the name to reflect our philosophy and approach to financial planning … a name that evoked the core of our service: helping people to navigate the ebb and flow of their financial lives with a sensible, straightforward, friendly approach.

Canoeing requires balance. Financial planning is about balancing the wants of today with the needs of tomorrow. While we savor the peace of calm water, storms and uncertain currents are all a part of the flow of life. Having a financial planner can provide peace of mind knowing that whatever comes, you’ll have the assistance needed to adjust course to achieve what matters most.

Nancy Dienes
CEO, CERTIFIED FINANCIAL PLANNER ™

Blue Canoe Financial Planning simplifies the lives of everyday people and their families by delivering the personal financial plans and investment advice they need, at the intervals they choose, with transparent pricing.

Blue Canoe Financial Planning, Inc. is a Registered Investment Advisor providing fee-based investment advice and guidance, and full-service financial planning. The firm is registered with the state of Washington. Our primary place of business is 1200 Westlake Avenue North, Suite 603, Seattle, WA 98109. The information in this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Blue Canoe Financial Planning, Inc. is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.