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Our Process

Our Process

No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy 

Our Philosophy 

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.

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CULTIVATED FOR YOU

Your Goals are the Key to Rampant Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at Oregon Pacific Financial Advisors. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Step 1 Guided Discovery

    In a one-on-one meeting we will listen to your goals and concerns, conduct guided fact gathering, and explore your financial priorities.

    Life by Design Questionnaire

  • Step 2 Input & Analysis

    We will perform the heavy lifting of bringing together the various pieces of your financial life, analyze them for gaps, and then formulate your complete plan.

  • Step 3 Define & Design

    Clarify your values and goals – together we focus in on discovering your values and goals, ensuring that they are the driving force of your financial plan.

  • Step 4 Develop Your Personal Success Strategy

    We carefully craft a plan that is unique to you, covering many aspects of planning such as: retirement, estate, investment, insurance, tax, education planning, and even special projects.

  • Step 5 Implement Your Personal Success Strategy

    We come together to make final strategy decisions, implement insurance solutions and execute investment strategies.

  • Step 6 Continuous Review

    We will oversee your plan on a continual basis, monitoring your investments for needed adjustments and changes. Semi-Annually we will conduct a broad review of your financial plan. Once a year we meet for an annual review to update your financial plan focusing on your Life By Design.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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<p>Budgeting After a Divorce</p>

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Have a question? We're ready to help.

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