logo

Financial Strategies

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

Our Philosophy

1

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

2

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

3

Implementing
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