On Course Financial Planning
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On Course Financial Planning, based in Woodinville, WA, is an independent fee-only Registered Investment Advisor that specializes in personalized financial planning services for airline families. The firm is dedicated to eliminating financial stresses by developing globally diversified portfolios tailored to individual circumstances, goals, and risk tolerance.
With a philosophy grounded in the belief that investor returns are primarily determined by asset allocation decisions rather than market timing or stock picking, OCFP utilizes index mutual funds and exchange-traded funds to construct portfolios. Their fee structure aligns the firm's interests with those of their clients, ensuring a focus on long-term relationships and exceptional service.
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