Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and access to products to help you reach your goals.
LifePlan Financial, Inc. offers personal service from specialists
in both individual and group health insurance markets. We provide
many services to our clients, including a thorough analysis of client
needs, customized individual and group plan design, plan
implementation and administrative support. We are proud to provide
quality customer service at no extra cost to our clients.
"Call us. We're here to help."
Harald N. Schot, CLTC
Owner
Harald Schot, founder and president of LifePlan Financial, Inc.,
earned his business degree at Western Washington University in 1989.
Although he has just recently moved his offices to downtown Mount
Vernon (June 2008), he has resided with his family in Skagit County
since 2005. That's when he and his wife, Julie Lewis-Schot,
relocated their family from Marysville to Mount Vernon where Julie
spent her childhood and still has strong family ties. Harald's
parents have since followed, and enjoy their new home on beautiful
Lake McMurray.
For the past ten years, Harald has been dedicated to providing quality healthcare options to his clients. He is excited about putting down roots in the Skagit Valley and looks forward to serving the people in his community. Harald's interests are his clients' interests. He cares about each individual and is committed to excellence.
Cajun Schot
Office Manager
Cajun was hired for his good looks and surely not his qualifications
or capabilities as LifePlan's Office Manager. He has a reputation for
slacking off and even sleeping on the job. He doesn't show up to
work on time, takes frequent breaks and his typing is both slow and
inaccurate. Although he is sweet and harmless by nature (even afraid
of his own shadow) his people skills also need work as he rudely
barks at everyone who enters the office. However, he remains
gainfully employed in a blatant case of nepotism.
Julie Lewis-Schot
Owner
Harald's wife, Julie, spends most of her time completing the
workload intended for the previously mentioned Office Manager.
She is Cajun's Personal Assistant as well as Director of Marketing.
Kimberly McCann
Client Services Associate/Assistant
Kimberly graduated from Western Washington University in 2000 with a BA in Human Resource Management.
She has lived in Skagit Valley for eight years with her husband and two kids.
She loves the valley and close community feeling it has.
Kimberly enjoys helping clients and that is what brought her to LifePlan Financial.
She has been helping people make health insurance decisions for three years.
Her main goal is to make sure that the customer is satisfied.
