Live in a High Tax State Like Oregon? Here Are 9 Ways to Lower Your Tax Burden
I can’t wait to do my taxes, said no one ever. This especially rings true if you live in Portland, Oregon. According to a report from Ernst & Young, Multnomah
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We help professionals who are at the top of their game level up.
By creating thoughtful, clear, and intentional financial plans, we help our clients live the lives they envision.
Together, we help you manage your money, build your wealth, and plan for your future.
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We believe in the power of the client experience — the personal connections offered in a boutique firm, the craft in partnership, and the intentionality of service.
We also believe in the power of women. Studies show women achieve better investment outcomes, take a longer term view, and are less prone to take disastrous risk*.
Yet, only 23% of CERTIFIED FINANCIAL PLANNERS™ are women**, leaving fewer opportunities for clients to benefit from the unique perspectives and life experiences women advisors bring to the table.
We designed a new model that does wealth better.
Worth Mention
What The Secure Act 2.0 Means For You
At the end of 2022, the Consolidated Appropriations Act was passed, which included a retirement bill known as SECURE Act 2.0. This law was built upon the original SECURE Act
How To Create a Charitable Giving Strategy
These days, requests for charitable donations are a year-round occurrence. Whether it’s giving money after a natural disaster, a request from your alma mater, or simply being asked whether you