Financial planning is a process that helps you answer the following questions:
Click here to see in more details of our services and here to see the steps we do to put together a plan.
Yes, I will provide a signed fiduciary oath as the first step.
A fiduciary is someone who is committed to the following principals:
- Always puts the client’s interests first
- Always act with prudence, skill, care diligence, and good judgement of a professional.
- Does not mislead clients and provides full and fair disclosure of all important facts.
- Avoids and discloses conflicts of interest
No - I can help you with advice and planning. I can help you no matter where you are on your financial path. However, if your budget for financial planning services is very limited, we may only be able to address your highest priorities. Let’s talk to prioritize your questions and see what makes sense for us to address on a limited engagement. No - We can help you with advice and planning, no matter where you are on your financial path. If your budget for financial planning services is limited, we may only be able to work on your highest priorities. We can talk about prioritizing your questions and see what makes sense for us to address on a limited engagement.
Because we only work on an hourly or project basis, the cost can range from limited discussion to a full, comprehensive plan. See here for details on our fees.
We do not sell any product. However, if you do need insurance or other products, we can recommend vendors who follow a similar philosophy of serving the client interests first. We do not receive any commissions or fees from any vendor or referral.
No. I do not take custody of your funds or have any control over them. You are always in control of your accounts, and they remain in your name. If you engage me to help with your investment portfolio, I will provide specific recommendations and instructions on how to manage your own money. You are responsible for implementing the plan.
No! We do not sell any product and do not receive any commissions. Any recommendations are based on what is best for your needs and goals. As a Registered Investment Adviser of the Steve of Oregon, we take our fiduciary role seriously.
There are many pieces of your financial life and investing is just one aspect. We can help with your other areas and work with your investment strategy. See the details of our services here. We can also provide a second opinion on your investments.
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