The “One Big Beautiful Bill” and Your Financial Plan
The “One Big Beautiful Bill” and Your Financial Plan I recently took my family to Washington, D.C. and we had a fantastic time. While we were there this bill was
Financial Advisor Serving Spokane, Deer Park, and Chewelah Washington.
Helping you live abundantly
Are you an active retiree or a successful business owner?
Let us help you connect the dots between your family goals, retirement, and tax planning.
Retired?
Or wondering when you'll retire?
You need the answers to these three questions:
Am I going to run out of money in retirement?
How do I lower my lifetime tax bill?
Will my investments keep me happily retired
AND
help me leave the legacy I want?
We have a simple and complimentary process
to help each potential client in Spokane, Deer Park, or Chewelah get their questions answered
while making an educated and informed decision about working with us.
What to Expect
Your financial future starts with a 30-minute Discovery Call.
DISCOVER
- Get briefly acquainted
- Identify your core
questions - Explain how we help
15-30 minutes
DREAM
- Get to know you
- Identify expectations
& concerns - Hear your money story
- Gather key info &
documents
60 - 90 minutes
1-2 weeks
after ‘Discover’
PLAN
- Answer your
questions - Deliver plan
recommendations - Align on action plan
- Confirm 100 Days Priority
60 - 90 minutes
1-2 weeks
after ‘Dream’
ORGANIZE
- Organize your
financial picture - Optimize money to
match goals - Complete onboarding
- Could involve several
meetings for legacy
& protection planning
60 minutes
3-5 weeks
after ‘Plan’
Insights Blog
How Long-Term Care Insurance Affects Your Estate Plan in Washington State
Long-term care planning is one of the most overlooked – but critical – pieces of a sound estate plan. If you live in Chewelah, Deer Park, or Spokane, WA, understanding how long-term care insurance (LTCi) fits into your estate strategy can help you protect your family, your finances, and your legacy.
How We Make Portfolio Changes (Without Losing Sleep)
How We Make Portfolio Changes (Without Losing Sleep) Spring 2025 Portfolio Review Update Every quarter, we step back, evaluate the landscape, and take a fresh look at the investments that
Who we Serve
Our Right Fit
Hardworking Savers: Our clients rarely describe themselves as “wealthy”, but through their hard work and diligent savings they’ve accumulated retirement savings of at least $250,000.
Enjoyable People: It’s a privilege, but we only work with people we would enjoy having coffee with whether they were clients or not.
People Who Value Advice: Our clients know that their retirement and legacy are too important to leave to chance and they understand the value of enlisting a guide they can trust.
Career Roles: While many of our clients are retired, the others are often successful business owners, Christian leaders, or thoughtful educators with a Washington State retirement.
While we would love to serve everyone we’ve chosen to focus on serving a limited number of clients very deeply. If you’re not quite the right fit yet with the criteria above then we encourage you to visit this directory to find an advisor near you.
Your Risk Assessment
We partner with Andes Wealth Technologies to use their proprietary Multi-dimensional Risk Tolerance to get an accurate measure of our client’s true risk tolerance and provide ongoing education to our clients whether we meet with them virtually or locally in Deer Park, Chewelah, or North Spokane.
We use this assessment to structure the portfolio to fit our client’s individual risk preferences.
Your Team
Our team is dedicated to offering personalized financial services that cater to your unique needs and goals. Led by Caleb Stapp, who has a heart for community service and a passion for helping others make wise financial decisions, we’re committed to providing a truly tailored experience.
With the support of Katy Cox, our Client Care Specialist with over two decades of experience, and Ryan Zimmerman, our skilled trading specialist, our team works seamlessly to manage your financial planning with care and expertise. Together, we serve clients in multiple states, including Washington, Texas, California, Virginia, Georgia, and Ohio.
We also work closely with a network of professionals—attorneys, insurance experts, accountants, mortgage and banking professionals, and charitable giving specialists—to ensure that every aspect of your financial life is covered. At Deep Creek Financial Planning, we’re here to help you succeed, from tax planning to leaving a lasting legacy.
Schedule a Discovery Call by calling 509-241-8306 and take advantage of our no-cost Sleep On It process to get the information you need to make an educated and informed decision about our firm.
Here to Serve
Why "Deep Creek"?
Retirement Planning In Spokane, Deer Park, & Chewelah
For years Caleb and his family have enjoyed playing and relaxing where Deep Creek joins the Spokane River. Deep Creek itself comes out of a protected canyon and provided the perfect place for young kids to practice their canoeing and swimming skills. Then, as the kids grew they were able to venture out into the powerful Spokane River and be more adventurous.
When Caleb first started in the financial services industry he gladly joined a big firm that knew how to educate and train new advisors. There he learned to guide clients safely through the rapids of retirement and the waterfalls of the market. With offices in North Spokane, Chewelah, and Deer Park he served active retirees and successful business owners.
Every season the creek changes as water levels rise and fall from snow melt or the hot summer sun. Financial markets ebb and flow throughout the years as well.
Now Caleb has launched Deep Creek Financial Planning as a firm where you can learn to navigate your future with a professional guide. We will be with you as you learn new skills or level up in your ability to float the river of life.
Ready to take the plunge? Schedule your Discovery Call today or read more about our process here.