Services & Solutions
Whether you are seeking guidance and support in starting to better understanding your finances,
you are someone who has done a lot on their own and wants help with more in-depth understanding,
or you desire a full financial plan followed by ongoing support and investment management,
we offer a variety of options.
Holistic Financial Planning & Investment Management
Holistic financial planning is available as either a complete financial plan followed by ongoing coaching, guidance, and investment management or for a limited duration to help make a plan, provide you guidance, and start you on your path. With personalized guidance, one-on-one accountability, and action plans, we help organize your entire financial life.
We cover cash flow & debt management, estate planning, risk, tax planning, retirement, and investments, as well as goals, values, and other areas as they pertain to you.
Our ongoing financial planning offers real-time advice and planning for when life happens and plans change, as well as asset management aligned with an investment strategy based on your specific goals.
Quick Start Programs & Workshops
Quick Start Programs provide an overview of your financial picture. Over the course of three meetings we will look at your current financial picture, explore opportunities, and make recommendations to address your most pressing concerns to the extent we can during our time together.
This can be an incredibly beneficial way to get started for those with immediate need to understand a sudden wealth event, whether from an inheritance or needing to rollover an employee plan (e.g., 401(k), 403(b), or 457 plan).
Small group workshops provide guidance and community to help you outline your personal financial plan, make educated decisions, and move forward on implementing your future financial growth.
Over the course of four sessions, workshops cover a variety of financial planning topics as you chart a path from knowing where you are today, deciding where you want to go, and planning a path to get there.
In order to help ensure you are able to get your questions answered and receive the assistance you deserve, workshop sessions are limited to four households.
Tax preparation is a stand alone service to file your individual tax returns. Taxes can be complicated and at times overwhelming and we work to alleviate that stress. We prepare current year taxes, as well as previous year taxes and amended returns.
For tax preparation, as a Licensed Tax Consultant in the state of Oregon and an Enrolled Agent admitted to practice before the IRS, we are highly qualified and meet virtually at mutually convenient times to prepare your current year, past year, and/or amended tax returns.
We can also assist in you in responding to IRS letters or otherwise communicating with the IRS.
A note about Tax Planning: Tax preparation is often thought of as a stand-alone tax service, but when combined with financial planning, we look forward to future years to help minimize the impact of taxes on your personal finances by moving beyond traditional backward-facing tax preparation to help develop an ongoing strategy to minimize the impact of taxes on your personal finances over your lifetime.