Financial planning is more than just creating a budget and preparing for retirement. It’s about building a life you can enjoy now while still saving for the future.
So, whether it’s buying a home, saving for college, or organizing your finances, get personalized guidance from a holistic financial planner that encompasses all aspects of your finances, ensuring that they all work together to give you the future you desire.
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances.
That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
When we work together, you can get expert advice on:
The first step in holistic wealth management is to create a budget. A budget is a plan for how all of your income will be spent. We will assist you in creating a budget that works for your situation, including living expenses and savings goals.
If you want to send your children or grandchildren to college or university, we can help determine the best way for them to achieve this goal without breaking the bank by using various tax-advantaged investment/ savings accounts such as a 529 plan.
If you have money set aside and considering retirement planning in Portland but aren’t sure how to get started, let us take over! Our team will research all of the available options so that we can find one that works best for you.
As part of our holistic financial services, we help clients understand how owning real estate fits into their overall picture—both now and when they retire.
IRA financial planning is the most important aspect of any financial plan. We help our clients to map out their retirement, which involves setting goals and developing a strategy to achieve them.
We assess the risk profile of our clients, in order to determine what kind of insurance coverage is needed and how much should be spent on it.
Social security benefits play an important role in many Americans’ retirement plans. We can help you figure out how much social security benefits you can expect from the government, as well as other ways to supplement this income during retirement years.
Estate planning is the process of putting in place a plan for what happens to your assets after you die. It’s important because it can help protect your family from unnecessary taxes and probate fees.
At Interactive Wealth Advisors, our holistic financial planning advice covers all of these and more. The goal is to shape a plan that will help you achieve your overall goals without undermining any individual aspect.
Contact us today for more information.
Financial planning isn’t something that most people put a lot of thought into until their later years. But the earlier you start, the better off you’ll be.
Here are some best practices you can adopt for this process:
If you’re ready to take your finances to the next level, holistic financial planning may be right for you. This type of advice provides a holistic view of your money situation, rather than just focusing on one issue at a time.
Holistic financial planners can create financial solutions to help you achieve your goals, addressing all of the aspects of your finances—from taxes to investments and retirement accounts.
We are known for our superb customer service. Our team of professionals is available to answer all your questions and provide guidance on how to achieve economic freedom.
At Interactive Wealth Advisors, our team members have decades of individual experience in financial management, and more than nine years working together as a trusted Portland-based holistic financial planner agency.
If you are looking for Portland, Oregon investment management, you are on the right page. We have access to a wide range of experts who can help guide you towards achieving your dreams and goals through various avenues, such as real estate investing, business investments, and more!
At Interactive Wealth Advisors, our goal is to help you achieve your financial goals by providing a personalized holistic approach to financial planning that takes into account your unique situation and needs.
Let us work with you to craft a holistic plan that encompasses every facet of your finances.
Get in touch today to get started.