Our mission is to empower you to feel financially secure and comfortable, especially during and after times of significant change.
Our services include:
- financial planning and retirement planning
- investment management, including socially responsible investing (SRI) strategies
- wealth management
- divorce financial analysis
- retirement plan advice
We’re an independent, fee-only practice, with offices in Portland, Oregon and Santa Cruz, California. Our firm’s CERTIFIED FINANCIAL PLANNERTM principals are highly educated, experienced and credentialed, with decades of experience in helping clients live their ideal lives.
We invite you to explore our website, where you can learn more about our practice, our commitment to financial planning, and our investment philosophy.
To learn more, please contact us to schedule a complimentary initial consultation.