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Financial Priorities

Financial Priorities

Your money isn’t just about numbers—it’s about the life you want to live. This short survey will help you reflect on where you feel confident, where you feel uncertain, and what matters most for your future. Take a few minutes to see how your answers compare to what most Americans experience.
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    Only 1 in 3 Americans have a written financial plan.

    But among those who do, nearly all (96%) feel confident about reaching their goals, and 3 in 4 say it gives them greater control over their future.

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    Working with a financial advisor doesn’t just boost strategy—it boosts peace of mind. In one survey, only 14% of advised clients reported high financial stress, compared to 27% of those going it alone. And 86% said they felt more peace of mind.

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    Satisfaction isn’t just about money. Research shows retirees who intentionally plan how they’ll spend their time, stay connected, and pursue meaningful experiences feel more prepared and fulfilled than those who only focus on finances.

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    Half of Americans admit they don’t know how to minimize their taxes, and 53% of those 55+ don’t understand how to make retirement income tax efficient. Nearly half only think about taxes at filing season—missing valuable opportunities.

    A financial advisor helps ensure strategies are not only identified but implemented year-round, so your investments, goals, and taxes work together.

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    Only about 1 in 3 Americans have an estate plan—leaving most families unprepared, and in Oregon, estates above $1 million face state estate taxes of 10% to 16%.

    And even when plans are created, many go unimplemented or never updated. A financial advisor helps ensure your estate plan is acted on, reviewed, and adjusted as life changes—so your legacy reaches the people and causes you care about most.

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    You’ll get practical insights, timely updates, and real stories of how we help families like yours plan with confidence.
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    Whether you’re planning for retirement or already living it, here’s your chance to see where you stand, discover what could make life even better, and take the next step when you’re ready.

    Let's Talk
    If you’d like to explore working together, start by completing our short Initial Interest Form. From there, we'll meet for a half hour to learn more about what you're looking for and collaborate on the next right step.

    Want us to Reach Out?
    Click "Submit" to share your name and email. We'll take a look at your answers and send you a note with our thoughts and resources to explore.

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