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Financial Planning

See your financial future clearly.

What Can Leanne Do For You?

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Asset Management

Invest wisely. Cut hidden fees.

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Divorce Advocacy

Financial health first. Legal second.

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FINANCIAL PLANNING

See your financial

future clearly.

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ASSET MANAGEMENT

Invest wisely.

Cut hidden fees.

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DIVORCE ADVOCACY

Financial health first.

Legal second.

What Can Leanne Do for You?

ABOUT LEANNE

ABOUT LEANNE

Transparency. Truth. People First.

After working in investment firms for over a decade, the conflicts of interest made me sick. Hidden fees, sales quotas, and biased recommendations plague the industry.  People need honest, heartfelt advice—not “strategies” tied to commissions.

 

I provide clear, straightforward guidance on what to do (and not do) with your money. 

As a self-employed Financial Planner, my work is 100% commission-free. I have no quotas and won’t let a mutual fund buy me a cup of coffee.  I am profoundly unbiased and fiercely people-first.

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  "My practice is upbeat and warm. 

No suits, no jargon.

I help people get clear & confident with money."

Leanne Ozaine
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     "My practice is upbeat and warm. 

No suits, no jargon.

I help people get clear & confident with money."

Leanne Ozaine Smith
Small Business Financial Advisor Washington.jpg

     "My practice is upbeat and warm. 

No suits, no jargon.

I help people get clear & confident with money."

Leanne Ozaine Smith

Hey Leanne, I Need A Plan!

Book an Appointment

At my real or virtual office.

Log in to eMoney

All your financial atoms in one place.

Log in to Schwab

Our amazing custodian!

Financial Plan Checklist 

Download the Checklist here:

CFP Podcast

The irreverent side of finance

Video Library

Watch stuff Leanne makes.

5 Minutes with Leanne

5 Minutes with Leannne Podcast

5 Minutes with Leannne Podcast

Leanne's Blog

admin@leannecfp.com
Tel. 509-869-6642

1717 S. Rustle Street, Suite 102 Spokane WA 99224

Securities and Advisory Products and Services offered by Registered Representatives through Private Client Services, Member FINRA, SIPC and Registered Investment Advisor. LeanneCFP is an assumed business name for Ascend Financials, LLC. Private Client Services, LLC, LeanneCFP (Ascend Financial, LLC) are unaffiliated entities.

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admin@leannecfp.com

Tel. 509-869-6642

1717 S. Rustle Street, Suite 102

Spokane, WA 99224

Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com  a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities

© 2025 by Leanne.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com  a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities

admin@leannecfp.com
Tel. 509-869-66421717 S. Rustle Street, Suite 102 Spokane WA 99224

Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com  a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities

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