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About
Services
- Who We Serve
- Our Financial Planning Approach
Fees
- New Clients
- Returning Clients
Contact
- Contact Us
- Start Today
Blog
- Blog Posts
- Newsletters
Resources

Arrivity New Client Checklist

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Download 357
File Size 246.44 KB
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Create Date January 28, 2021
Last Updated April 17, 2023

Our Mission

At Arrivity Financial Planning, the trusted relationship we build with clients helps them build better relationships with their money, their family, their work, and their future. We are proud to be a Seattle female-owned financial advisory firm, offering Advice only services – since 2013.

Our Vision

We strive to provide equitable access to objective financial planning giving people the tools and understanding to find happiness in their own version of success. Our services are offered as advice only financial advisors with upfront, clear fees and pricing.

Contact Arrivity

Office: 1200 Westlake Avenue North, Suite #508, Seattle, WA 98109 (View Map)

Phone: 206.217.2583

Email: info@arrivity.com

© 2025 603 Financial, Inc. dba Arrivity Financial Planning | All Rights Reserved | Design & Developed by whitefrog.org

603 Financial, Inc. (“Arrivity”) is a registered investment adviser offering advisory services in the States of Washington, California, Colorado, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Arrivity in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Arrivity Financial Planning is a registered trade name of 603 Financial, Inc., a Washington corporation.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Arrivity, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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