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Mountain Range

Client Testimonials

Every year, we ask our clients to share their experience with our college planning team and services by submitting a survey. Here are some of the responses we received from our most recent survey.

How would you describe your overall experience with our team and the services provided?

“After every individual and group call we were so grateful for the info and guidance through this intense and huge process. We didn't worry about things falling through the cracks or missing something, because we knew we had experts helping us each step of the way. We can't thank the team enough for all you have done to take the worry out of this process and to guide us. We have enthusiastically referred several of our friends to your company! We are so glad we started this process at the end of sophomore year and the money investment was so worth it!”

In what ways did our service meet or exceed your expectations?

"The initial personal zoom calls with my child and myself exceeded my expectations. We loved being able to target specific schools based on my son's career choices."

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"Super prompt in answering our question in the portal, extremely knowledgeable."

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"Personal attention to my many questions."

Would you recommend our services to others based on your experience?

“I have already recommended your services to several colleagues that have college bound students.”

 

“Yes, and we have recommended you to several friends - a couple of people have signed up with you.”

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“Absolutely...already have.”

Mountain Range

Let's Connect!

Eric Flaten

355 Pugsley Pl NW

East Wenatchee, WA  98802

(425) 330-3445

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Mountain Range

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© 2024 by ePERSONAL FINANCIAL, LLC

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through ePERSONAL FINANCIAL, LLC. ePERSONAL FINANCIAL, LLC is a separate and unaffiliated entity from Simplicity Wealth. ADV Part 2 Form-CRS

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