What if I don’t live in Central Oregon?

We're based in Bend, Oregon, but we use technology to offer the same great service to out-of-state clients.  With our easy-to-use video conferencing, we share our computer screen with you to review financial plans, answer questions, and connect.  

What about all the paperwork?  With a few clicks of a button we send and receive documents through a secure electronic “vault” in your own personal financial website.  Sometimes we need old fashioned signatures on paper, but often we can use electronic signatures if you prefer.

In addition to video and teleconferences, we hold in-person meetings in Bend OR, Portland OR, Ashland OR, San Diego CA, and the San Francisco Bay Area CA.  Don’t hesitate to contact us — we know how to make long distance relationships work,