We sure are!
That means we are legally required to put your interests first, above everything else. We're super serious about that.Fee-only is about how we are paid. Your fee is only for advice, meaning we don't sell you products, take commissions, get kickbacks, or anything ick like that.
We're proud to be a fee-only firm – we are only here to serve your interests.We look for individuals and couples in their 30s, 40s, and 50s primarily, who are motivated to improve their finances.
When it comes to couples, we're on the lookout for partnerships that are built on respect, great communication, and trust. That allows us to smoothly and effectively navigate the many decisions and topics we'll be working on together (and it's the most fun, for us).
Most of our clients have income exceeding $300K/year, and/or have $500K+ of investable assets.We do not have a minimum investment requirement.
However, we do have a minimum fee of $8,500 per year (in addition to the onboarding fee of $2000, assessed at the beginning of any new client relationship)We require all client relationships to have assets managed by EQUAL VOICES.
It allows us to do our best work for you, and ensures that your plan stays on track. No emotions, no procrastinating, no forgetting.
Plus, we can do a lot of our fancy things like tax-loss harvesting that can have a pretty big impact on your taxes!We sure do!
We're proud to offer both tax planning and preparation services for individuals and couples.
We don't do business returns or bookkeeping at this time unfortunately.
You can learn more about our tax service (called EV–Tax) here →In the beginning, we'll meet 4-6 times over several months while we're getting you onboarded.
After that, we'll move to a yearly check-in cycle, which is typically 3 meetings a year.
If something urgent arises, though, we'll be here to meet if you need!We're mostly a virtual firm, and do work with most clients across the country via video calls.
However, for anyone in the Portland area, we do occasionally have in-person meet-ups (and we love to do that when we can!).
Have a different question? Write to us!
(scroll down a little)
we'll have some chats.
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we'll have some chats.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
we'll have some chats.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Cash flow update
Cash flow update
Cash flow update
includes:
FINANCIAL
PLANNING
Accessible guidance and talk-it-out space for the important decisions, like when to retire, and what to do with equity compensation.
Should you buy that electric car you wanted? We'll even weigh in there, too!
INVESTMENT
MANAGEMENT
We'll monitor and actively manage your investments, so that feelings + procrastination + stuff don't stop you from maximizing your resources!
You'll get quarterly updates, and everything is considered for tax benefit. No more confusion, no more shrugs! We got this.
TAX
PLANNING
Don't forget to do your taxes!
Just kidding, we'll do them for you. And we'll give you a forward-looking approach, so you can plan ahead. That's EVTax for ya (read all about it >)
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