Our Approach

To My Future and Current Clients

 

Whether you need help with your retirement plan, investing, brokerage services, or just a second opinion, you need a financial advisor you can trust.

As an independent private practice, we don’t need to make a quota, push a product, or receive a commission. We’re committed to maintaining our objective approach so we can focus on finding the best possible solution for you. We believe the best financial services are tailored to your needs, and that means getting to know you and the unique complexities of your finances.

We believe that our clients are our friends, and our friends are our clients. Our services are flexible, convenient, and personal. We take great pride in being your financial steward with the goal of helping you grow, protect, and distribute your wealth. 

How to Get Started

1

COMPLETE AN INTAKE FORM

Before your first meeting with us, we ask that you fill out an intake form so we can get to know you and your needs.

Click here complete.

2

SCHEDULE YOUR CALL

After filling out an intake form, we will schedule a one-on-one introductory call so that you can ask any questions you may have and make sure we are a good fit.

We are currently working on an online appointment system. In the meantime, please call me directly at (503) 319-3613 to schedule your introductory call.

3

CONTEMPLATE

After the introductory call, we ask that you take at least a day consider the commitment you’ll be making. It’s normal to have additional questions or concerns after you’ve slept on the decision!

4

IMPLEMENT

If you feel like we are a match, it’s time to start designing a plan to fit your financial goals. We will work one-on-one with you to ensure you understand how your plan works and you feel secure moving forward.

5

MAINTAIN

We conduct regular check-ins and reviews to ensure you’re on track to meet your goals and provide any necessary course corrections.