Financial Planning in Olympia WA

Retirement planning with clarity, care, and a strategy built around you

At Heart Financial Group, we help individuals and families in Olympia and the surrounding area make informed financial decisions with greater confidence. Whether you are preparing for retirement, already retired, or looking for a more coordinated plan, we work to create strategies that support your income, tax efficiency, healthcare decisions, and long-term goals. 

You need more than a collection of accounts and policies. You need a plan that connects the important parts of your financial life and helps you move forward with purpose

Financial planning with heart

Heart Financial Group is built on the belief that financial planning should do more than focus on numbers alone. The firm’s mission is to help people find peace in their finances and hope in their future through thoughtful, personalized planning.

We take the time to understand where you are today, what matters most to you, and the questions that may be keeping you up at night. From there, we help you build a strategy designed to support your retirement and protect the people and priorities you care about most

Financial planning with heart

Heart Financial Group is built on the belief that financial planning should do more than focus on numbers alone. The firm’s mission is to help people find peace in their finances and hope in their future through thoughtful, personalized planning.

We take the time to understand where you are today, what matters most to you, and the questions that may be keeping you up at night. From there, we help you build a strategy designed to support your retirement and protect the people and priorities you care about most

A more coordinated path to retirement

The services page refers to Heart Financial Group’s “Path to Retirement” and describes the firm’s work as developing written strategies that address multiple parts of retirement planning rather than isolated decisions. That gives the homepage a strong framework: planning should be coordinated, reviewed, and adjusted as life changes.

A strong retirement plan is not built in a single meeting. It is built through a thoughtful process that looks at income, investments, taxes, healthcare, risk, and legacy planning together. Once your strategy is in place, we continue to help you analyze, implement, and monitor it as your needs evolve.

Why families choose Heart Financial Group

The current site repeatedly emphasizes care, education, and long-term guidance, which can be turned into a more refined trust section on the homepage. Instead of leading with bold promotional claims, this version highlights the firm’s value in a more professional and reassuring tone.

• Personalized guidance rooted in your goals and concerns.

• A retirement-focused planning approach that connects the major parts of your financial life.

• Educational support to help you feel informed, not overwhelmed.

• A client-first philosophy centered on long-term relationships and peace of mind

Meet Linda Jensen

Linda Jensen is the principal and owner of Heart Financial Group and has worked in financial services since 1994. The firm’s About page says she began her career with Prudential Preferred, opened her own practice in 1997, and serves clients with a fiduciary-centered approach focused on education and personalized planning.

Her story is one of the strongest parts of the brand. The website explains that her passion for helping people with their finances was shaped by growing up around financial stress, which gives the company’s “with heart” positioning a personal and credible foundation

“Our passion goes far beyond strategy and numbers. We want more than anything to help people find peace in their finances and hope in their future.” 

Serving Olympia and Lakewood, Washington

Heart Financial Group lists a main office in Olympia and a satellite office in Lakewood, with consultations available through the site’s contact page. That local footprint supports homepage copy aimed at people who want a trusted retirement planning partner near home.

We are proud to serve individuals and families in Olympia, Lakewood, and nearby communities who want retirement planning that is personal, thoughtful, and built for real life.