FINANCIAL PLANNING
Personal financial planning is about more than your investments—it’s about your wishes, dreams, and hopes for the future.
But what should go into your financial plan? We believe that anything that will help you feel more comfortable about your financial situation should be included. From budgeting (for you or a child) to leaving a legacy to your loved ones, we are able to assist at any point in your financial journey.
Our process begins with an open-ended conversation – it’s our time to learn about your current financial situation and goals. You’ll also be able to ask any questions about our services and how we work with you.
Based on your input, we’ll prepare a comprehensive analysis of your finances and identify investment, insurance, tax, or other gaps that may hinder your financial success. Lastly, we recommend strategies to close those gaps, including:
- Tax-advantaged investing strategies
- Investment management with custom portfolios
- Will & trust advice
- Estate planning
- Insurance evaluations
- Retirement income planning
- Small business planning
What you should know about us
We believe everyone deserves professional financial advice
Our practice does not have investment minimums, and we will help every client to the best of our ability to secure a brighter financial future. We work best with individuals, families, and business owners who are open to a lasting partnership and respect the value of professional advice.
Comprehensive is what we do
Your financial situation has many moving parts. Adjusting one part will—by design—affect another. Only by taking a holistic look at your finances, estate plan, insurance coverage, tax documents, and more can we understand how everything fits together. We ask you to fully engage in our process, so that we may provide the highest level of advice.
Personal treatment, professional service
We treat every client as if they are our ONLY client. What this means is you can expect a higher level of communication and a personal touch in all of our interactions. Every portfolio we manage is custom-built to match your unique goals, risk tolerance, time horizon, and personal preference.
5725 Southwest Hall Boulevard, Beaverton, Oregon 97005 | P: 503-641-0475 | Email Us