FEE-ONLY • FINANCIAL PLANNING • INVESTING • TAX PLANNING • PORTLAND, OR
financial planning for the strong current couples
financial planning for the strong current couples
strengthening great couples
is our
Finances can be divisive.
We work with couples who already communicate well, to help them take their relationship to the next [financial] level.
mission
We want to be your long-term relationship's long-term [financial] relationship.
So when you work with us,
you'll get:
FINANCIAL
PLANNING
Accessible guidance and talk-it-out space for the important decisions, like when to retire, and what to do with equity compensation.
Stuck on your company's benefits options? We'll weigh in there, too!
INVESTMENT
MANAGEMENT
We'll setup, monitor, and actively manage your investments, so that feelings + procrastination + stuff don't stop you from maximizing your resources!
You'll get regular updates on your global portfolio, automatic rebalances, and proper tax management.
TAX PLANNING
+PREPARATION
Don't forget to do your taxes!
Just kidding, we'll do them for you. We'll give you tax projections mid-year, and can file your taxes too*. That's EVTax for ya (read all about it >)
+ Initial setup and planning (4 well-structured meetings)
+ (at least) 3 meetings annually (more if you need them!)
+ regular access to our whole team via meetings, phone, or email
+ coordination with your other professional (CPA, attorneys, etc)
+ access to our various tracking systems
*Tax preparation is only for EV clients. We don't do business returns or bookkeeping currently.
Need a meeting, or quick advice?
That's included, all year long.
no products to sell.
no commissions.
no sleazy behavior.
fiduciary oath.
proud members: