Financial Planning:   

The key toward realizing your financial goals and dreams

Ever drive to an unknown destination without directions or a good map?
Ever used an old map and got lost because the roads had changed?

Not planning for your financial future is like taking a cross country trip without directions.  You may arrive at your destination though it is likely  to take longer and have costly detours along the way.  A Financial plan is the road map that we use to invest your money wisely.  Without a plan, we can point you in the general direction of your goals but we can not give you specific guidance. A financial plan with us is a detailed and personalized map that is a process to help you achieve your goals, prudently and thoughtfully.

We can help you achieve superior real life financial outcomes through personalized financial planning.  The financial planning process will illuminate your budget, goals, efficiencies and inefficiencies in reaching your great goals in life.  This will enable you to see ways to make your dreams come true. Often times we help couples and families define, work through possible points of disagreement and then flush out common goals and the ways and means to achieve them.

Most Financial Plans cost between $500 - $1,500 depending on case complexity, level of income and overall assets. Please call our office at 541-868-3800 in Eugene or  541-673-0251 in Roseburg or toll free 888-590-1824 to get more information about financial plans or to schedule an appointment.

Meeting Preparation

To help us better serve you, please fill out the following forms and bring the items listed on the "financial planning meeting document list" to your planning meetings.  If you have questions as you fill out the forms, please do not hesitate to call or email our office.

Cash Flow Worksheet
Initial Meeting List
Data Organizer