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.
- 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.
- The Cost -
The cost is straightforward and simple: $4,000 per year for an individual, $6000 per year for a couple.
We believe in simple, transparent costs. We are a fee-only firm. We do not receive commissions from products, nor do we accept monetary or other compensation for referrals.
We offer financial planning and investment management as a combined service. Financial plans are typically implemented more successfully when we help you invest according to your plan.
- 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."
- Memberships & Associations -
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