Portland Office

5331 South Macadam Avenue, Suite 207

Portland, OR 97239

Arizona Office

7337 E. Doubletree Ranch Rd.

Scottsdale, AZ 85258

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Surprises

Making the most of surprises is a great reason to work with us.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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