Welcome to Whole Family Financial Services

Whole Family Financial Services provides consulting and wealth management services to families and individuals seeking financial guidance. We focus on multi-generational financial planning, plan implementation and progress monitoring in pursuit of our clients’ personal, long-term vision and financial goals. Our approach is based on a relationship, not a product, and we strive for that relationship to be long term, collaborative and enduring of the ups and downs of financial markets as well as the trials and tribulations of life.

Our clients are unique. They may be emerging affluent families, self-employed entrepreneurs, retiring baby boomers, retirees, widows or divorcees but they all recognize the importance of having a personal relationship with a trusted, competent advisor that understands their passions and their concerns.

Saving for College

If you are confused by all of the ways to save for your child’s college education, Whole Family Financial Services can help you understand your choices - 529s, prepaid tuition, savings bonds, Coverdell accounts, UGMAs – and develop a program that fits your goals and your budget. We can complete your college savings program by itself or as part of your family’s comprehensive financial plan. Call 425-424-2222 or email dg@wholefamilyfinancial.com to get started!

Learn more by reading “Socking Away for College” featured in Parent Map Magazine and exploring the College Savings Plans Network website.

Socially Responsible Investing

We believe that most people want to leave the world a better place for their children and future generations. We help clients align their values with socially responsible investments that integrate social and environmental criteria into financial analysis.

We are Family Friendly!

  • Evening and weekend appointments
  • “Housecalls” for existing clients
  • Child friendly office
  • Email compatible documents and forms

Contact Us

As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling. For more information or a complimentary introductory meeting, please contact us by email or call 425-424-2222.

17830 86th Ave NE Bothell, WA 98011
Tel: (425) 424-2222 Fax: (425) 486-4455 Email: dg@wholefamilyfinancial.com

Securities and Advisory services offered through KMS Financial Services, Inc.
Member FINRA & SIPC and an SEC Registered Investment Advisor.

Securities and brokerage services are limited to individuals residing in states which both KMS Financial Services, Inc. and Debbie Gianelli are licensed. Those states are: WA, FL, VT. Fee-based advisory services offered through KMS Financial Services, Inc. and Debbie Gianelli are currently available only to residents of WA.