Irene Dabanian (MBA)
Irene Dabanian focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Hourly
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- Hourly
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
Have been investing for 30 years. Formed IJD Evergreen in 2003 to serve those who wish objective, hourly, advice.
Most clients wish to learn how and why investments are selected for their portfolio.
Given their specific goals, their financial plan/ investment portfolio is customized to their situation.
Financial planning is a process, not an event. Yearly check-ups are recommended.
Additional Information
We focus on your goals, priorities and values:
- creating a sustainable retirement plan
- saving for an adventure
To do this we look at:
- cash flow
- investments
- taxes
- retirement savings
- insurance needs
You must implement and monitor the plan.
Irene and her family (two grown sons and a daughter)
have lived in the north Seattle area since 1989. She enjoys scuba diving with her husband at the Edmonds Underwater Park. She blows glass at Pratt Fine Arts Center. Irene loves downhill skiing. Has recently taken up swimming as an alternative to running (30 years of that, also).
Visit the website at: www.ijdevergreen.com
NAPFA Start Date
August 28, 2003