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.
Financial planning is available as either a limited duration to provide you guidance on your path or a complete financial plan followed by ongoing coaching, guidance, and support. With personalized guidance, one-on-one accountability, and action plans, we help organize your entire financial life.
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.
Financial plans range in price starting at $3,600 and are paid over the months we are working together. After developing your financial picture we may continue working together for an ongoing monthly fee from $450 to $1000 per month.
Investment management is included with ongoing financial planning.
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 can be stand-alone tax preparation or, when combined with financial planning, 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.
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 tax returns.
We can also assist in filing tax returns for previous years and help you in communicating with the IRS.