Fee-only, hourly based financial planning

This is the perfect time to begin your path to financial peace of mind. Start now, take the first step.

We serve the greater Portland area and northern Willamette Valley with offices in Tualatin and Lake Oswego and remotely for clients outside the region.

Financial planning and investment advice for people from all walks of life

As an advice-only firm, we embrace our fiduciary duty to put our clients' interests first, we neither sell products nor manage client funds.

 

Our collaborative process delivers confidence and peace of mind. 

We help our clients assess their financial circumstances, understand their options, and plot a course to achieve goals.

Helping you meet your financial goals

We provide professional guidance to bring the many parts of your financial life into balance and alignment, including:

  • - Current income, spending and debt
  • - Planning for retirement
  • - Tax strategies
  • - Funding higher education costs
  • - Investment analysis
  • - Risk mitigation
  • - Estate planning

Fee transperancy

  

Because we only work on an hourly or project basis, the fees vary based on the extent of the work we do for you, which can range from limited discussion to a full, comprehensive plan.


We work with you to determine the extent of advice you need and then we will send you a formal proposal for the services, including a detailed description of the work and the estimate of the time and cost. We do not sell any product or receive any commissions, so you only pay for the time spent on your specific situation.


To meet the needs of our clients, we offer a broad array of Financial Planning services, ranging from a quick Financial Checkup, to extensive individual Financial Projects to a comprehensive Financial Review. Click here to see our Fee Schedule.


Notice

Trillium  Valley Financial Planning is a fee-only, independent Registered Investment Advisor firm. The firm may transact business only in the State of Oregon where it is currently registered, or in States which it is exempted from registration.


All information contained in this website concerning investments is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.

Privacy policy

  

As an independent financial planning firm, Trillium Valley Financial Planning, LLC (“TVFP”) is committed to safeguarding the confidential information of all current, former, and potential clients. TVFP holds all personal information provided to our firm in the strictest confidence. 

 
 

We do not disclose personal information to non-affiliated third parties, except as required by law or with the client’s written consent. If TVFP were to change its policy, TVFP is required to inform the client first before making any change.

 
 

See our privacy policy statement in the Client Forms page for further details.