Financial Planning | Wealth Management | Bend, OR

Let’s Make a Plan

We are here to help you succeed.

Our Planning Process

A good financial plan should guide you like a roadmap. When compiling your financial plan, we will consider your income/expenses, debt/savings, and investment objectives, along with tax, estate, education, and insurance planning.

To execute a successful plan for each client, we follow the seven-step financial planning process set forth by the CFP® Board:

  • Take the time to understand the layers of your personal and financial circumstances.
  • Sit down with you to identify your biggest financial goals and struggles.
  • Analyze your current course of action and potential alternatives.
  • Conduct research to develop suggestions for your ideal financial plan.
  • Present personalized plan recommendations to you, and answer any questions you may have.
  • Implement your feedback to execute your preferred financial plan.
  • Continuously monitor the progress of your plan, and revise it as needed.


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