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Certified Financial Planning in Washington

Your financial success is our top priority. Dream. Plan. Enjoy with Sage Hills Financial.

Welcome to Sage Hills Financial – Your Partner in Financial Excellence

With over 14 years of commitment to the financial services industry I, Joe Johnson, will be your dedicated financial planner, bringing a wealth of experience to guide you on your journey to financial success. Holding Bachelor's degrees in both  Economics and Business Finance, my educational foundation forms the bedrock of my knowledge. As a Certified Financial Planner™ (CFP), I have undergone rigorous training and coursework. As a CFP I adhere to the highest standards of professionalism and ethics.  


My extensive experience, coupled with the knowledge gained through the CFP certification, allows me to offer you personalized, comprehensive financial solutions. Whether you're navigating investments, planning for retirement, or safeguarding your legacy, rest assured that you're in capable hands. Your financial goals are not just aspirations but tangible milestones waiting to be pursued with the guidance of a seasoned professional. Let's embark on this financial journey together, helping turn your dreams into a reality.

Why Choose a Certified Financial Planner Professional?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP®professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.


Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.


We Provide Service for:

  • Business owners

  • Retirees

  • Pre-retirees who need a plan for future retirement

  • PUD employees 

  • Teachers and other state employees

We Specialize in:

  • Comprehensive Financial Planning

  • Asset Allocation & Investment Management

  • Insurance Review

  • Retirement Planning

  • Tax Strategies

  • Education Planning

Financial Services

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Get a Complimentary Initial Meeting

Embark on a journey towards financial clarity and success with a complimentary initial meeting at Sage Hills Financial. Whether you're seeking a brief financial review or a high-level portfolio analysis, our team is here to provide personalized insights tailored to your unique goals. Our experienced Certified Financial Planner™, Joe, will conduct a thoughtful assessment of your current financial landscape, offering strategic recommendations for potential growth. This complimentary session serves as the perfect starting point to ensure your financial plan aligns with your aspirations. Schedule your initial meeting today and take the first step towards empowering your financial future.

"Very knowledgeable and down to earth. Joe knows his stuff well and is able to break it down into layman's terms so I can understand. I feel confident in investing my money with Joe"


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