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Elevate Your Wealth

Fee-Only Advice-Only Financial Planning 

Confident Businesswoman

You're a Do-It-Yourselfer

DIY -  You do your own investing. You've got this - but want long-term comprehensive planning, a second opinion and a professional's help to reach your summit without an ongoing investment fee.  Financial  independence motivates you whether to retire early or right on time.

You've decided to take charge

You'd like help navigating all the  financial choices but know that with a little help you'll be prepared to climb the mountain.  Maybe you've never invested but know you need to get started.

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Who We Serve

What We Do

Financial Planning

The financial planning process is collaborative as we review all major financial topics that create your rock-solid financial foundation from which your hopes, goals and dreams are reached.  This comprehensive process is, by far, the best way to enhance your financial journey.

Deep Dive
Action Plan


A financial deep dive evaluates your standing on ten key financial topics and generates a detailed “To-Do” list for your implementation.  This process is ideal for the individual highly motivated to explore their current financial position and take direct action.

Financial
Advice

FPNW provides "Advice-Only" planning, optimizing portfolios, and addressing specific issues or projects like inheritance, financial questions, tax concerns, and business sales. We also offer a four-session personalized financial education. Engagements may lead to a comprehensive financial plan.

Ken Carraro, CFP

My Story

My career has taken me far and wide in the financial world. My most satisfying work has been helping individuals and families reach their financial goals.   In a previous role, I served very affluent clients. My goal now is to democratize the wealth creation process and to make the same expertise available whether you’ve got millions or only hundreds to invest.

Discussing personal finances is one of the biggest taboos in our society. It can be a sensitive and vulnerable topic to explore. I enter into these discussions with the utmost respect and gratitude for where you are right now and for what you want to achieve.

More About FPNW

Financial Planning Northwest, LLC is a fee-only and advice-only financial planning firm that does not manage investments. FPNW is organized as a Registered Investment Advisor firm with FINRA (Financial Industry Regulatory Authority) and the State of Oregon. Ken Carraro, founder of Financial Planning Northwest, is a CFP® (Certified Financial Planner) with extensive experience in most personal financial topics. As a fiduciary, Ken finds solutions that are in your best interest. Ken does NOT sell any financial products and does NOT accept any other forms of commission or compensation and, therefore, is not biased by any external financial incentives. Ken is a fee-only and advice-only planner who does NOT manage investments but will assist you in making those decisions or in finding other financial advisors if you wish to outsource that function. The ADV is a regulatory filing with FINRA that describes Financial Planning Northwest LLC

The comedian Chris Rock said it best!

"Wealth is NOT about having a lot of money;
It's about having a lot of OPTIONS!"

Let's start with a free consultation to discover YOUR best options. 

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