Finances are one of, if not THE, most influential and critical aspect of our lives. Everything we do involves finances at one level or another. My "why" is to ensure that individuals, families, and businesses are informed about this crucial area in life and are able to effectively manage it in order to survive, enjoy life, and be generous to others.
Josh Heikkila joined the Mountain Financial team as an associate in the summer of 2021. Josh has been a student of Mountain Financial since 2012 and has spent the last several years studying general finance and developing his knowledge. His career history has strengthened his abilities to effectively develop and navigate complex data, systems, and situations. Josh has earned his Life Insurance license and is currently studying for his CFP, ChFC, and CLU designations. He grew up in Colorado, but now lives in the Pacific Northwest enjoying his work, exercise and time with his family.
Broad network in multiple fields. My services cost nothing out-of-pocket.
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College / University
The American College, Moody Bible Institute, Liberty University
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you know what rate of return you need to earn on your savings and investments for you to live in the future like you live today, adjusted for inflation, and have your money last until your life expectancy?
Do you know how much you should be saving to live in the future like you live today?
Do you know how much you will need to reduce your future lifestyle to keep from running out of money if you don’t do something different today?
Describe How You Would Like To Be Introduced Via Email
Up to the discretion of the initiator. No particular preference