THE PATH TO FINANCIAL SUCCESS CAN BE DIFFICULT

WE ARE HERE TO HELP

Fiduciary

Finance 180 will always work in our clients’ best interest when offering personalized financial advice, minimizing any conflict of interest. 

 

No Account Minimums

Many financial institutions require a minimum amount of money in order to become a client of their firm. This amount typically starts at $500,000 or more! As an independent firm we have completely eliminated a minimum requirement, allowing everyone access to AFFORDABLE financial planning.

 

Fee Only

The only way we get paid is by you, the client. We don’t sell annuities, investment products or life insurance. We offer a transparent pricing structure so our clients know exactly what they are paying for.

You

Finance 180 provides financial planning services to nurses, doctors, physicians, teachers, and other professionals. Whether you have questions about how to tackle your debt, how to save for retirement in your 401(k), 403(b) plans or IRAs, or simply how to get on the right path financially, we have answers. More specifically, we can assist in the following (but not limited to):

Investment Analysis

We will develop an asset allocation strategy based on your financial goals and risk tolerance which may include making investment recommendations inside your employer retirement accounts such as your 401(k) or 403(b).

 

Investment Management  

We can manage your IRAs and other investment accounts using diversified low cost funds.

 

Retirement Planning 

We will determine if you're on track for retirement and likelihood of achieving financial goals.

If you are not on track, we will develop a plan to get you there.

 

Cash Flow & Debt Management 

I become your personal trainer for your financial fitness, evaluate your overall financial health, and cut out the fat. I find ways to decrease your monthly spending, develop a plan to pay off debt, and allocate savings to the right areas.

 

Other Planning

College Planning, Insurance/Risk Management Analysis, Tax Planning, Estate Planning, and Employee Benefits Analysis

Our intention is to develop a long lasting engagement with each of our clients. Financial planning is a lifetime process, and as your life circumstances change, so does your plan. Let us help you and your family. Schedule a free consultation here!

ME

I consider myself a personal trainer for financial planning. I've always had a passion for teaching and helping others. Pursuing my degree in college, I focused on a career in education and graduated from Western Washington University with my bachelors in Math Education, and later, Portland State University with my masters.

While teaching mathematics at the college level, I started taking a closer look at my own finances and realized how much more I could be doing to help myself. My obsession with finance started when I realized I could help myself while continuing educating others in an area where almost everyone needs help.

 

After teaching for 15 years I changed careers to financial planning which lead me to become a CFP® professional. Now I get to combine my love for teaching and finance to help others achieve a level of financial security that they never knew was possible. Finance 180 allows me to create a blueprint for your financial future, regardless of your situation in life. I look forward to seeing you achieve financial success as if it were my own.

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