Financial Strategies

Educating the mind without educating the heart is no education at all. - Aristotle

Our Philosophy


Creating a holistic vision of what you want your personal financial world to look like


Educating you on the tools that would help you get to your destination


your plan

Imagine starting off your New Year with a resolution to lose weight. You meet with a trainer, and he mentions that you need to focus on doing crunches 1 hr/day. Does that sound like a great plan?

Impractical strategies are common in the financial industry. Insurance representatives focus on utilizing many insurance products to meet a clients’ goals; CPAs focus on minimizing taxes; and mortgage specialists focus on qualifying an individual/couple for a mortgage.

About Our Financial Planners

As financial planning experts in Portland Oregon, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Portland Oregon Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534


Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598