Financial Advice

FPNW offers a number of options as an "Advice-Only" planner

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Investment Review

Optimize your existing investment portfolio with an in-depth review of your holdings, your asset allocation, your asset "location" and assist with developing an Investment Policy Statement which guides you going forward. For more details on our Investment Review service - click here.

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Your Questions and Projects

A financial project could be a short and specific issue you seek assistance on or a longer-term assignment requiring research and in-depth analysis.  For example:

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• My parent or spouse/partner just died, I need help.

• How does Oregon's or Washington's estate taxes affect me or my parents?

• I've just received an inheritance, what do I do now?

• I've got questions about my finances.....

• You’ve held an investment for a long time but don’t know your original cost which is needed for tax purposes.

• You’ve been offered an investment “opportunity” and would like to have a second set of eyes on the transaction

• You’re selling your business and want to see how your financial life will be impacted and what are the next steps

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Personalized Financial Education

Master financial essentials with a four-session virtual class, covering topics like banking, investing, retirement planning, and more, personalized to your interests.  For more details on our Financial Education service, click here.

 
Sometimes engagements for  Financial Advice lead back to the need for a comprehensive financial plan.
 
Compensation & Documentation

$200/hour with a two hour minimum.   An estimate of the hours needed for your project will be provided for your approval with a 50% up-front payment and a signed agreement.   Any “overage” in hours needed will be discussed and agreed upon.  Actual hours spent on the advice or project will be used to calculate a final bill.  Travel to your location, if needed, charged at $100/hour.