Hi, I’m Jay Boekeloo, CFP®, Founder & Lead Advisor of High Note Financial LLC, a fee-only fiduciary financial planning and investment management firm based in Ridgefield, Washington, serving clients locally and nationwide. I believe true wealth is about more than just the money you accumulate - it’s about creating the freedom to spend your life on what matters most. More time with the people you love, greater freedom to pursue what fulfills you, and the confidence to make decisions with intention. Or, as we call it... <b>living life on a High Note™.</b> I specialize in helping retirees and near-retirees, business owners, and entrepreneurs bring the different pieces of their financial lives together. Rather than focusing solely on investments, I take a comprehensive approach that includes retirement planning, investment management, tax planning, estate planning, Social Security and Medicare strategies, risk analysis, and business planning. Using High Note Financial’s 6-STEPP Framework™, I combine financial planning with behavioral coaching and principles of financial therapy to help clients make more intentional financial decisions, build wealth with purpose, and create greater freedom to pursue the things that genuinely matter to them. Before becoming a financial planner, I worked as a professional studio musician and songwriter. That experience taught me to listen deeply, understand the story behind the person, and approach problems creatively—skills that continue to shape the way I work with clients today. When I’m not helping clients live life on a High Note, you’ll usually find me playing baseball with my wife and son, training in martial arts, writing and recording music, or exploring somewhere new. <br> <b>Qualifications & Recognition</b> • Master’s Degree in Personal Financial Planning • Graduate Certificate in Financial Therapy • Recognized by ETF.com as a Top 100 Advisor in the U.S. (2024) • Co-Host of the <em>For The Wealth Of It</em> Podcast <br> <b>A Few Things About Me</b> • Born in Adelaide, South Australia • Former professional musician who co-wrote <i>Magnet</i> by KSA, a viral hit in India • Have an uncanny ability to communicate with primates at the zoo

Paul Clark is a CFP® and ChFC® with 26 years of industry experience. He is affiliated with Fairbanks Financial Wealth Management in Brenham, TX, and has been with MitchellClark & Company since 1976. Fairbanks Financial Wealth Management advises individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, and business entities on investment management and comprehensive financial planning. The firm employs a multi-manager, multi-style approach and integrates tax, insurance, and employee-benefit planning alongside investment advice.

Katherine Chatmon is a financial advisor with Fairbanks Financial Wealth Management in Brenham, TX, holding a Series 65 designation and one year of industry experience. Her prior work includes roles in education and nonprofit organizations such as Alabama Clinical Schools and Youth Villages. Fairbanks Financial Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and charitable institutions, providing investment management and comprehensive financial planning. The firm emphasizes portfolio manager selection, asset allocation, and integrates tax, estate, and employee-benefit planning into its advisory services.