Holistic (hō-lĭs′tĭk) adjective: Emphasizing the importance of the whole and the interdependence of its parts.
We are an independent, fee-only financial planning firm located in NE Portland. We specialize in helping busy professionals & small business owners, as well as clients at or near retirement. Whoever you are and wherever you go, we know that true freedom is the ability to set the course of your own life. Let us help define & design your own blueprint.