Celebrating One Year of Helping Clients Live Abundantly

My wife, kids, and I promoted pickleball in our local parade

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.”

My wife, kids, and I promoted pickleball in our local parade
In 2024: My wife, kids, and I promoted DCFP and pickleball in our local parade!

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.

BEHIND THE SCENES: Becoming A Client

So, you’ve decided to become a client—congrats! You’ve officially entered the “Why didn’t I do this sooner?” phase of financial planning. But what actually happens next? Here’s a peek behind the curtain.

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Behind The Scenes: Your Meetings

BEHIND THE SCENES: Your Meetings

Ever wondered what happens before, during, and after a financial planning meeting? A lot goes on behind the scenes to ensure every conversation is meaningful, efficient, and tailored to your goals. Here’s a look at the process that helps you stay on track toward living abundantly.

Before

Long before our conversation begins, my team and I are hard at work. Scheduling, running reports, reviewing beneficiaries—it’s all part of the prep work. But the real deep dive happens when I update and analyze your financial plan, create your Tax Report and Tax Scenario Analysis (get your complimentary Tax Return Review HERE), and consider every opportunity to help you save money on taxes.

Because most of my clients are in Spokane, Deer Park, and Chewelah—areas without state income tax—certain planning strategies apply widely. However, I also serve clients across states like California, Texas, and North Carolina, where tax laws vary significantly. No matter where you live, our goal remains the same: to help you keep more of your hard-earned money through smart tax planning.

A comprehensive review means analyzing 108 different factors that could impact your financial life. We’ll look at:

  • Age-based decisions (Social Security, Medicare, tax bracket shifts)
  • Pension claiming strategies
  • Backdoor Roth IRA eligibility
  • 401(k) maximization tactics

Every detail is captured in a personalized agenda, available digitally or in print, to guide our discussion.

During

When we meet, our conversation starts with what matters most to you. I want you to ask yourself:
“What does living an abundant life mean to me?”

Think about:

  • Any big life changes this year—family, health, career
  • Upcoming goals—major purchases, travel, charitable giving
  • New passions—pickleball, grandkids, dream family reunions

Every piece of your life story informs your financial plan. The more we know, the better we can tailor strategies that align with your vision.

From there, we’ll walk through your personalized financial plan, covering your investments, tax outlook, and long-term trajectory. Expect clarity, confidence, and practical steps to keep your wealth aligned with your values and aspirations.

After

Once our meeting wraps up, the work doesn’t stop. Here’s what happens next:

  • You’ll receive a summary email outlining key takeaways and action items.
  • A clear to-do list will highlight any steps you need to take.
  • I’ll complete a compliance review to ensure we’re meeting the highest standards of care for your finances.

Meanwhile, my team jumps into action again with another checklist (yes, we love checklists!) to confirm every detail is handled properly.

But it doesn’t end there. A week or two after our meeting, you’ll get a follow-up call to check in. If any questions or ideas have surfaced since our conversation, we’ll make sure they’re added to your next agenda.

Why This Matters

Financial planning isn’t just about numbers—it’s about building a life of abundance with confidence and intentionality. Every meeting is a chance to align your financial future with your dreams, ensuring your wealth works for you in the ways that matter most.

So, as you prepare for your next review, come ready to dream big. We’ll take care of the details – you focus on living abundantly.