“The people who reach their goals have a plan. They did not get their by accident. So, if you really want to reach your goal, create a written plan."
—Unknown
Financial Planning Philosophy
As avid outdoorsmen, we’ve spent a lot of time in the Pacific Northwest backcountry. We know first hand that reaching your destination safely and enjoyably requires a plan — one that guides you to navigate through the myriad of possible routes, hazards and obstacles while staying pointedly committed to your end goal. We also recognize that the best plans evolve along your journey, adapting to unforeseen challenges, or shifting life priorities.
Similarly, we believe a personalized, comprehensive, dynamic Financial Plan can be your biggest ally to achieve your financial goals. More than advisors, we strive to earn a place as your trusted financial partner, helping you make the most intelligent and effective choices in alignment with your long-term goals.
Your Financial Plan Will Be:
Personalized
As Fee-Only planners, we are focused solely on helping you reach your financial objectives. We do not write Financial Plans that are designed to sell financial products (e.g. life insurance, annuities, long term care insurance). We build plans that take you to your goals.
Comprehensive
Your plan should broadly address all of your financial needs and your financial dreams.
Dynamic
Your Financial Plan should dynamically evolve with your needs, not gather dust on a shelf. We will invite you to meet with us annually to review your Financial Plan and make the adjustments needed to keep you on track to reach your goals.
“Your financial plan works like a map and compass to guide you to
achieve your financial goals.
Attempting to build wealth without a financial plan in place is like navigating through the wilderness with
only a general sense of where you want to go.”
— Terry Donahe, CWM
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4248 Galewood Street, Lake Oswego, OR 97035 |