Celebrating One Year of Helping Clients Live Abundantly
Deep Creek Financial Planning is proud to celebrate its one-year anniversary of serving retirees and business owners in Spokane, Chewelah, and Deer Park. In just twelve months, the firm has welcomed sixty-two new client households and seven new client businesses and has earned a full calendar through July 2025 – testament to the hunger for personalized financial guidance in our region.
“We’re grateful,” said Caleb Stapp, founder and financial advisor. “Grateful to the families who trusted us, the churches and business owners who opened doors, and to God for His provision and direction every step of the way.”
Deep Creek offers retirement planning and investment management designed to bring clarity during volatile markets. Over the past year, the firm has expanded its services to better serve its clients’ full financial picture, including:
- Tax Planning strategies that seek to reduce unnecessary tax burdens in WA State
- Estate Planning Support, including help creating wills and powers of attorney in Spokane, WA
- Legacy and Travel Planning, helping clients align generosity goals and even earn free travel through strategic financial stewardship in Deer Park, WA
- Biblically Responsible Investing, for clients who want to own investments that make the world rejoice in Chewelah, WA.
The mission remains clear: help clients live abundantly by connecting the dots between their family goals and strategic financial planning.
Those interested in becoming a client are invited to schedule a Discovery Call now, as the next openings begin in July. A Discovery Call is a low-pressure, high-value conversation where individuals can start getting answers to their most pressing questions.
Book Your Discovery Call to learn more!
About Deep Creek Financial Planning:
Serving Deer Park, Chewelah, and Spokane, Deep Creek Financial Planning specializes in helping active retirees and successful business owners. Services include retirement planning, tax strategies, investment management, and estate organization – always guided by a clear mission to help families live abundantly.
Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. This article is for informational purposes only and should not be considered financial or legal advice. Biblically Responsible Investing (BRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.