Individuals & Families
Independent advice from a local professional
We help you plan for life transitions,
so you can focus on what matters most.
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We all want a diamond ring, a fancy dress and an exotic honeymoon, but odds are, that without a plan most of these end up being payed for with credit. Is this how you want to begin your new life together?
Starting a Family
Buying a Home
Whether you are saving for a down-payment or ready to sign on the bottom line, our financial advice lets you rest easy knowing that you are taking the right steps and making the right decisions for you
Buying a Home
Have you just been offered your dream job and need some help interpreting the benefits package? Or have you been considering a career shift and want to see how this will impact your standard of living? If so, we are here to help.
Going to College
Everyone deserves the opportunity to go to college. Unfortunately, tuition and other expenses continue to outpace income growth for most Americans. Our plans will help you save now, so that you can avoid mountains of student loan debt.
Should you rent or buy?
Choose a brand new home in North Eugene or an older one near Sheldon High School?
We'll help you examine the numbers, so that you can make an informed decision.
What is more important?
Can you afford to live life without a financial plan?