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We care about your online safety.

Authorities are reporting an increase in fraudulent activity related to the COVID-19 outbreak. One fraud aims to steal victims’ personal information through fake job postings. Job hunting is stressful enough even without the added possibility of falling for a scam. Scammers prey on a job seeker’s desperation, so it is important to use caution when responding to job postings.

Our firm will never:

  • Ask potential candidates to pay or transfer funds through any means as a precondition of interviews or employment, or authorize recruiters or agents to do so on our behalf
  • Conduct business in Google Hangouts or other chat tools
  • Ask anyone to purchase company equipment

If you have questions or concerns, please contact us.

Take the first step.

The best place to start is with a conversation. Simply call us at (541) 868-3800 to set up an initial complimentary consultation.

You do not need to prepare anything in advance, but if you want to, download and fill in the documents below:

If you have questions as you fill out any of these forms, please call or email our office. 

Account minimums and planning fees are found here ​OUR SERVICES​.

What if you could spend less time focused on making and spending money and more time being your creative self?

Right now, you may feel like …

  • Your financial life is not in order

  • You don’t have (enough) money, and

  • You never have enough time to do what you truly want to do!

And, while you’re an intelligent high achiever, you may feel less knowledgeable—or even ignorant—when it comes to your money. There’s no shame in that. It is quite common, especially among people like you who are busy trying to make a good living to be self-sufficient and ultimately financially independent. 

What if you felt comfortable enough to set your creativity free?

With your financial life in order, you gain a permission slip to pursue your own version of creativity, without the guilt and the what-ifs.  

How do you find that confidence and security in your finances? 

That’s where we can help.

Through our financial planning process, we address your financial questions so you can go forward with what’s truly important to you. From establishing cash reserves to building retirement savings—and everything in between—we help you prioritize your needs, wants, and wishes and direct your investment portfolio to help you achieve your goals.  

We believe everyone has creativity to share with the world. 

What’s within you? Bring it forth!

11 authors who inspire my journey

As a lifelong learner, I frequently read to inspire my creative self. This inspiration serves me not only in my “day job” to be a better financial planner but also helps me in my pursuit to become a better writer. 

I find mentors from everything I read. Today I want to reference 11 authors who inspire my journey. While it is impossible to capture all of the inspiration here, I want to highlight a few learnings I gained from each author:


This post highlights a few of the wonderfully creative people who inspire me to continue the practice of living wholeheartedly. I hope I have inspired you, too.  

What books inspire you? Please email me at [email protected].