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Our Team

Honesty. Quality. Reliability.
  • You can count on us for honest analysis.
  • You will experience exemplary quality service in our work.
  • You have the reliability of obtaining the correct information from us every time.
Professionalism + Integrity
It goes a long way.

Harald is the founder of LifePlan Financial, Inc. located in Stanwood, Washington and is considered a leader in the industry. He is dedicated to providing quality insurance options and financial advising to his clients since 1999. He carefully considers the needs of each client in order to deliver excellent customer service.

Harald Schot

Owner/President

Kimberly graduated from Western Washington University with a BA in Human Resource Management.  She offers expert guidance to businesses and individuals to prepare them to make the best health care decisions.

Kimberly McCann

Business & Healthcare

Advisor

Our

Professionals

Healthcare Advisors

Our professional and certified team provides exemplary service to our new and existing clients.

9923 271st Street NW 

Stanwood, WA 98292

Phone: (360) 419-0100

Email: harald@lifeplanfinancial.net