Services
 
Fee-Only, Hourly Financial Planning
      
  1. Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future.
 
  1. We work with people from all walks of life who seek guidance in any or all of the following areas of personal finance:
  2.        Cash Flow Management Investing Estate Planning Debt Management/Elimination Retirement Planning Strategies Taxation Risk Management / Insurance Education Funding Sustainable Investing
  3. Your financial planning objectives may include:
  4. •Connect your values and your investments
  5. •Develop an achievable retirement strategy
  6. •Minimize your tax burden
  7. •Establish a charitable giving strategy
  8. •Plan for a child or grandchild’s education
  9. •Create and preserve personal wealth
  10. •Minimize the erosive effects of inflation
  11. •Reduce the risk of financially devastating events
  12. •Foster peace of mind through proper planning
  13.  
  14. To help you reach these important goals,
  15. our services include:
  16.  
  17. •Retirement Planning Strategies
  18. •Cash Flow / Spending Planning
  19. •Debt Management Planning
  20. •College Funding Advice
  21. •Stock Option Advice
  22. •Pension Distribution Advice
  23. •Life and Disability Insurance Needs Analysis
  24. •Second Opinion Current Financial Plan
  25. •Financial Seminars for your organization
  26. •Shareholder Advocacy & Engagement
 
 
  1. What is “Hourly” and “Fee-Only”?
  2. Hourly means you can utilize our services for as much or as little as you need, like you would any
  3. other professional service. "Fee-only" services means we don't get paid by product commissions and
  4. so our advice is not influenced by, or limited to, any particular financial products.
  5.  
  6.  
  7. Are you ready to begin?  If so, you can start by downloading our Client Forms, and calling us to set up your Get-Acquainted meeting.  We look forward to working with you.
 
 
 
 
                                        
 
HOME    SERVICES    SRI    CONTACT US    BIO    CLIENT FORMS    SUSTAINABILITY    FAQ’S    RESOURCES
 
New Outlook Financial, LLC   813 SW Alder Street   Suite 410  Portland, Oregon 97205   503-621-2039  info@new-outlook.com