The Second Half Needs a Different Playbook
A man in his late sixties sits down to review his finances the way he has every September for the last thirty years. Check the account balances. Compare them to
Financial Advisor Serving Spokane, Deer Park, and Chewelah Washington.
Helping you live abundantly
Let us help you connect the dots between your family goals, retirement, and tax planning.
joe albion
I have really appreciated Caleb’s knowledge and expertise as our financial advisor. He is friendly and trustworthy. He asked the right questions that helped refine our financial dreams and goals! So blessed to have him on our team to guide us into our retirement years!
Samantha Shively
Caleb is amazing. He’s very responsive, helpful and gives a biblical world view to investing that is incredibly refreshing. We highly recommend Deep Creek!
Eric Hansel
Caleb was recommended by a family member. Caleb became our financial advisor after the loss of a family member who had nothing in order. Caleb has taken my wife and myself through a step by step process on how to get our financial affairs and estate planning in order. Instead of jumping right onto business during our first session, Caleb took the time to get to know not only my wife and myself but our family, our interests and what our lifestyle was. Through our sessions We not only have made a connection, but he has become a true friend and has made us feel like family . He has been a pleasure to work with and we look forward many years of his guidance and support. Thank you Caleb Eric and Kasey
Kimmo Nevala
Caleb is a great resource
Dave and Carla Jarvis
Caleb was super easy to talk to, friendly, and led us to the right people. It was nice to talk to someone that was honest and knew we needed something different. Hopefully we will be ready soon and definetly plan on using Caleb in the future.
Melissa Allerdings
Very personable and thought provoking. We enjoyed having our options laid out in front to show where our financial growth can lead us in the future.
Shanna Zuniga
Caleb is a wonderful listener and exceptional at distinguishing the right fit for the right occasion. I feel strongly that anyone I refer to him will be well taken care of!
Shane Moody
Caleb Stapp at Deep Creek Financial Planning is exceptional! From the moment we started our conversation, Caleb was open and honest about how he could help. He took the time to understand my unique situation and even suggested we might not be the best fit, offering alternative options to explore. His kindness and attentive listening stood out as he gave wonderful feedback to my thoughts and ideas. Highly recommended for anyone seeking a thoughtful and honest wealth advisor!
Brandon Palm
Caleb has been outstanding to work with. His knowledge and expertise are impressive, and he genuinely cares about his clients. He’s a great guy to talk to and has been incredibly helpful with all my financial questions.
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’
DELIVER
- Answer your
questions - Deliver plan
recommendations - Align on action plan
- Confirm 100 Days Priority
60 - 90 minutes
1-2 weeks
after ‘Dream’
DEPLOY
- 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 ‘Deliver’
Insights Blog
Helping Without Enabling: What to Consider Before You Say Yes to Your Adult Children
A retired couple in Deer Park gets a phone call from their son. He needs help with a down payment, just this once, and he promises to pay it back.
Summer Is When Life Gets Expensive
How Inland Northwest Retirees Plan for Joyful Spending Without the Guilt A guide for active retirees and Washington educators in the Spokane, Deer Park, and Chewelah communities Picture this. Its
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 $500,000.
Enjoyable People: It’s a privilege, but we only work with people we would enjoy having coffee with.
People Who Value Advice: Our clients know that their retirement and legacy are too important to leave to chance.
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 our team with over two decades of experience, we work 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.