232 Marcus Ave, Soldotna, AK 99669, USA +1 907-260-5648contact@financesavinggoals.com
Soldotna, Alaska · Savings & financial planning

Every big goal starts with one saved dollar.

Set clear savings goals, borrow wisely, invest with purpose and protect what you're building — with a local advisor who helps you reach every summit.

  • Free first consultation
  • Local, personal advice
  • Plans for every budget
Smiling Finance Saving Goals advisor
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Our Services

Six ways we help you reach your goals

Choose a service and request a consultation with the right specialist.

Personal Loan
01

Personal Loan

Personal loans that keep your savings goals on track — consolidating debt or covering a big expense with fixed, budget-friendly payments.

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Credit Loan
02

Credit Loan

Credit lines and credit-builder loans that offer flexible access to funds while strengthening your credit for future goals.

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Mortgage Loan
03

Mortgage Loan

Home purchase and refinance mortgages, plus down-payment savings plans that turn the dream of owning a home into a dated goal.

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Wealth and Investment Planning
04

Wealth and Investment Planning

Goal-based investing and retirement planning that matches each savings goal with the right account, timeline and level of risk.

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Tax Advisory
05

Tax Advisory

Tax planning and preparation that helps you keep more of each paycheck — and use tax-advantaged accounts to reach goals faster.

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Insurance Services
06

Insurance Services

Life, health, home and auto coverage that protects your family and keeps an unexpected event from emptying your savings.

Request Consultation
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Finance Saving Goals advisor
Rooted on the Kenai Peninsula
About Us

Local guides for your financial journey

Finance Saving Goals brings savings, lending, investment, tax and insurance specialists together in Soldotna to help you set goals that matter — and reach them.

  • Clear goals with real timelines
  • Honest comparisons across trusted providers
  • Friendly, local and always available
Learn About Us
Time-to-Goal Calculator

When will you reach your goal?

Enter your goal, what you've saved and how much you can add each month to see your estimated finish date.

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For illustration only. Assumes steady monthly deposits and returns; actual results vary.

Time to reach your goal—
Saved so farGoal
Estimated finish—
Total deposits—
Estimated growth—

How It Works

Your trail to the summit

A clear, four-stage path from first conversation to goal reached — with a guide beside you all the way.

Couple excitedly reading good news
  1. Base camp

    Talk about your goals

    A free conversation about what you're saving for and why it matters.

  2. Map the route

    Build your plan

    We set targets, timelines and monthly amounts for each goal.

  3. On the trail

    Put it in motion

    Accounts, loans and coverage set up to support your goals.

  4. Summit

    Reach and repeat

    Celebrate each goal reached, then set the next one together.

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Client Stories

Goals reached, stories shared

Real experiences from neighbors who set a goal and saw it through.

FAQ

Good questions

Still wondering about something? We're always happy to help.

Call our Soldotna office+1 907-260-5648

Yes. Your first consultation is free with no obligation. We'll talk through your goals and outline a plan to reach them.

Not at all. Many clients start with a small monthly amount. What matters most is having a clear goal and a plan you can stick with.

It adds your monthly savings and an expected return to what you've already saved, month by month, until your goal is reached. It's an estimate for illustration only.

Yes. Most people have several goals at once, and we help you prioritize them and choose the right place for each.

No. A consultation doesn't involve a credit check. If a loan application later requires one, we'll explain it and ask first.

Of course. Visit our Soldotna office, or meet by phone or video — ideal if you live elsewhere on the Kenai Peninsula.
Newsletter

Small steps, big goals.

Monthly tips on saving, borrowing, investing, taxes and insurance. Unsubscribe anytime.

Let's Get Started

Ready to set your next savings goal?

Book a free, no-obligation consultation with a Finance Saving Goals advisor in Soldotna.