WWP is an independent, fee-only financial planning firm serving clients in the Portland, Oregon area.


- Who I Am -

Tyler R. Elliott, JD, MA, CFP® - Owner & Principal - CERTIFIED FINANCIAL PLANNING™ Professional

I am a former attorney, a current member of NAPFA, and a sworn fiduciary to my clients. My practice includes True Wealth Planning and Investment Advisory services.

Fiduciary OathDisclaimer & Privacy Notice


- Who I Work With -

Gen X and Gen Y professionals who are looking to establish their ideal lifestyle in the near term and beyond.

My focus is on households in their 20's, 30's, and 40's who have questions such as: We have good income and are making more money than we ever have — how do we make sure we’re doing the right thing with it? / How can we travel every year and pursue our personal interests without compromising our savings goals? / What are our savings goals, anyway?

Many of my clients are young couples who have questions such as: What’s an efficient way to handle our household cash flow now that we’re planning together? / With combined finances, how do we figure out who gets to spend what on their own personal interests, and in a way that we’re both happy about? / Alternatively, if we decide to keep our finances separate, how do we establish independent responsibilities as well as a clear expectation of what each partner will provide for shared needs?


- What is True Wealth Planning? -

True Wealth Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” In addition, True Wealth Planning will increase your understanding of the habits and attitudes that facilitate your financial and life goals and support successful life transitions.

If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling.

 

Your Goals / Your Dreams

True Wealth isn't measured by dollars in a bank account but, rather, by the capacity to live life on chosen terms. That begins by figuring out what matters most...to you.

Planning Not Products

Our focus is on organization & process, transforming complex financial decisions into affordable action steps. No wealth required. No products sold.

 

- The Process -

1. A 15 minute introductory phone call to see if we're the right fit to work together.

2. A complimentary 60 minute consult to assess your current finances and explore the True Wealth Planning approach.

3. We then work to identify your true values, develop your vision of the ideal life, identify your personal and financial goals, clarify your priorities, and identify the appropriate solutions to support your True Wealth Plan.

4. We empower you with a forward-looking Cash Flow Plan as well as a Savings and Investment Plan that is designed to help clarify your vision while remaining adaptable to inevitable changes in life.

Click here for additional information on planning process.


- The Cost -

A minimum annual retainer of $2400, paid via a month-to-month subscription fee of $200, cancelable at any time.

Why do I charge a monthly subscription fee rather than a one-time flat fee for a financial plan or an hourly fee for advice?


- Why Work With a Fee Only Planner? -


Have Your Watershed Moment

WA·TER·SHED MO·MENT / An event marking a turning point in a state of affairs. / "A watershed moment in life comes when our dreams and goals come into clear focus and we begin to work toward them on a daily basis."


About  -  Plan  - Invest -  FAQs  -  Contact

(503) 862-9064 / info@wwplanning.com

7972 SE 13th Ave., Suite 102, Portland, OR 97202


- Memberships & Associations -

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