Financial planning is as much about emotions as it is financial. Our own unique relationship to money drives most of the decisions we make regarding investing, debt, spending and everything else we do in our financial lives. At its core, we work with our clients to structure their plan to honor this relationship and drive their way through life in a way most satisfying for them.
Where other firms focus on numbers and are data driven, we focus on people. As such, we have strong personal relationships with our clients who are our friends and family across the country and the globe. If it is not fun, then for the most part it isn’t worth doing. In the same way, financial planning is an elevating practice of dreaming and working toward realization of our dreams while maintaining stability in the present.
There are roughly 13 different areas of financial planning and once someone has worked through these core areas, they reach what I like to call - Full Financial Health.
Every good outcome starts with a conversation. We look forward to having one with you.
Erik Lawrence CFP®
President and Managing Partner
806 SW Broadway, Suite 800
Portland, Oregon 97205
(971) 277-1080 direct
GreenField Health Westside Clinic - Map/Directions
9450 SW Barnes Road, Suite 100
Portland, OR 97225
Thu, Mar. 5, 2020
5:00pm — 6:00pm