Our Process
“Good fortune is what happens when opportunity meets with planning.”
— Thomas Edison
1
Initial Consultation
We start with a relaxed, no-obligation conversation. This is your opportunity to share what matters most to you—your financial goals, retirement hopes, or questions—and to learn more about how we can serve you.
2
Preliminary Planning
We take a deeper look at your financial picture, including income, assets, Oregon PERS benefits, and short- and long-term goals. From there, we outline a preliminary approach to guide your next steps.
3
Comprehensive Plan Developement
Based on your unique situation, we build a thorough, customized financial plan. This may include retirement planning, investment strategies, risk management, tax considerations, and more—all tailored to you.
4
Ongoing Guidance & Support
Life changes, and your plan should too. We provide ongoing support with regular reviews, updates, and advice to help you stay aligned with your goals through every stage of life.