Hi, how are you?

Thank you for your consideration. We know this could be your first step towards building and owning your financial plan. Take a minute to let us know how we can serve you and look out for an email from Jill. Want to talk to someone instead? Call Jill at 503-905-3102.

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What's important to you?

What are your pain points relating to your money?

Select one or more

Cash flow (budgeting)

Investing

Savings

Financial Planning

Taxes

Employee Benefits (stocks, retirement)

What's your current asset range?

A good estimate is totaling up your bank accounts, retirement accounts, and property value.

Are you currently working with a financial services professional?

How urgent is your situation?

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Hi, how are you?

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