
Irene Lee-Sluys, CFP®, MPAS™
Holistic Financial Planning for Every Chapter of Life
Guiding individuals and families toward clarity, wellness, and purpose in every season.
Invest in Your Dreams Goals Future
Our Why
At Gateway Financial Partners, we believe financial planning is a journey toward confidence and clarity. It is about aligning your resources with your purpose and creating a plan that feels balanced and fulfilling.
We see financial wellness as an essential part of overall well-being. That means looking beyond numbers to understand your story, your values, and the goals that bring meaning to your life. Through thoughtful, tax-aware planning, we work together to build a strategy that adapts to life’s changes and supports you through each new chapter.
Our approach is grounded in care, collaboration, and education. We want you to feel heard and valued, knowing you have a team by your side to help simplify complex decisions and guide you toward a future that reflects what matters most.
Get to Know Us
About Irene
For more than 25 years, Irene has dedicated her career to helping individuals and families make thoughtful financial decisions. Her journey began in banking in 1991, where she developed a deep appreciation for personal relationships and the impact financial confidence can have on someone’s life. Over time, she advanced into financial advising, earned her CFP® certification in 2013, and completed her Master of Science in Personal Financial Planning in 2019.
Irene’s work today is shaped by both her professional experience and her personal story. After the loss of her husband in 2018, she found herself navigating grief and major financial decisions at the same time. That experience gave her a new perspective on what clients truly need during life’s most difficult transitions: someone who listens with empathy, provides steady guidance, and brings peace to an often overwhelming process.
Her philosophy centers on care and holistic wellness. Irene combines technical expertise with a deep commitment to understanding the person behind the numbers, helping clients find balance between their financial goals and their emotional well-being.
About Venise
Venise brings a passion for education and holistic wellness to the world of financial planning. With a Bachelor of Arts in Comparative History of Ideas and a Master’s in Education from the University of Washington, she has a natural ability to communicate complex ideas in a clear and approachable way.
Inspired by her mother’s dedication to her clients, Venise saw how financial literacy can empower individuals and families to live more freely and with greater confidence. She believes that true financial planning is about collaboration, education, and alignment between one’s values and choices.
Venise focuses on helping clients understand their options and take meaningful steps toward the goals that matter most to them. Her thoughtful approach creates space for clients to feel supported, informed, and capable as they navigate their financial journeys.
About Erica
Erica brings a people-centered perspective and a calming presence to the team. She earned her Bachelor of Arts in Psychology from the University of Southern California, where she developed an understanding of how emotion and behavior influence decision-making.
Having observed her mother and sister’s compassion-driven approach to advising, Erica was inspired to join the practice in 2025. She was drawn to the way they connected deeply with clients, helping them feel seen, understood, and genuinely cared for.
Erica believes financial planning is about building trust and fostering long-term relationships. Her goal is to help clients approach each decision with clarity and confidence, knowing they have a team that truly cares about their journey, not just their financial outcomes.
Our Services
Holistic Financial Planning
Tax Planning Strategies
Investment & Asset Management
Risk Management
Estate & Legacy Planning
Business Exit Planning
Our Process
Step 1: Discovery
We start by getting to know you: your values, experiences, and goals for the future. Through open conversations, we learn about your full financial picture, including your assets, income, and obligations. Most importantly, we listen to what matters most to you and your family. This foundation helps us design a plan that truly reflects who you are and where you want to go.
Step 2: Strategy
After gaining a clear understanding of your life and priorities, we create a customized plan that brings every part of your financial life together. From tax planning and investments to retirement and estate considerations, we focus on building a strategy that aligns with your goals and adapts as life evolves. Every plan is unique, and we take time to walk through each step with you so you feel comfortable and informed.
Step 3: Ongoing Guidance
Financial planning does not end once your plan is created; it grows with you. As your life changes and markets shift, we regularly review your plan to help keep it aligned with your goals. We provide ongoing education, communication, and adjustments so you always feel supported and confident in the path you are on.
Do Our Values Align?
Our Ideal Client
Many of the people we work with want more than investment management. They are looking for a partnership that brings clarity, calm, and confidence to their financial lives.
Our approach may be a good fit if:
- You value a financial plan that connects both your present needs and your long-term goals.
- Tax awareness and holistic planning are important to how you make decisions.
- Preparing for future generations is part of how you define financial success.
- You appreciate open communication and a learning-based approach.
- Collaboration and trust are qualities you look for in every relationship.
If this sounds like what you have been searching for, we would love to start a conversation and learn more about your story.
Client Center
Insights & Market Commentary
FAQ's
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
Invest in Your Future Today
Let’s Build a Future That Reflects What Matters Most
Financial planning is deeply personal. It is about aligning your resources with your values, preparing for life’s uncertainties, and creating space to live fully and intentionally. We know that beginning the process can feel overwhelming, which is why our first step is always to listen. By understanding your story and what is most important to you, we can work together to create a plan that feels both practical and meaningful.
Our role is to walk beside you, helping bring clarity to your decisions and confidence to your journey. Whether you are planning for retirement, supporting your family, or thinking about your legacy, we approach every relationship with empathy, education, and care.
This is not about numbers on a page; it is about the life you are building. Together, we will take a thoughtful, holistic approach that connects your financial goals to the things that matter most.
If you are ready to explore what financial wellness could look like for you and your family, we invite you to start the conversation today.
Our Location
Gateway Financial Partners
Washington
(206) 321-3486
Irene.lee-sluys@mygfpartner.com




