Holistic Financial Planner in Oregon

Personalized Holistic Financial Planning that addresses your unique needs
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Holistic Financial Planner in Portland

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.

How Can We Help?

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.

holistic wealth management

Why People Hire Us

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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When we work together, you can get expert advice on:

Budgeting and Cash Flow

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.

Education Planning

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.

Investing and Saving

If you have money set aside and considering retirement planning in Oregon 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.

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Real Estate

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.

Retirement Planning

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.

Risk Assessment and Insurance

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.

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Social Security Benefits

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.

Tax and Estate Planning

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.

holistic financial advice

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:

Best Practices For Holistic Financial Planning

Do Financial Goals Setting
The first step in this process is setting financial goals. What do you want to do with your money? How much do you want to make? These are important questions you need to answer.

Financial goals give you direction and purpose when it comes to investing and saving money.
Do a Financial Health Check
The second step is to do a health check of your finances. This is an analysis of your current economic situation and how you can make changes to it to get to your financial goals.
Determine a Road Map to Your Financial Goals
Next, determine how your goals will be achieved. The action plan should include specific steps that will be taken to achieve your goals, as well as any special considerations when dealing with certain situations.
Take Action
It’s really important to start taking action as early as possible. The key is to ensure that you have a source of reliable financial advice, such as the experts at Interactive Wealth Advisor, a wealth management firm in Oregon, that will guide you.

Our Process

Step 1: We get to know you and your family.
At Interactive Wealth Advisors, we’ve found that the most important part of our planning process is to get to know our clients and their families.
Step 2: We examine your current financial situation.
Next, we’ll take a close look at your current finances. We’ll ask you about your major expenses and your debt. We’ll also review your current insurance, investment, and retirement accounts.
Step 3: We work with you to understand your financial goals.
We’ll discuss your goals and objectives for the future. Together, we’ll evaluate how your current economic situation will support them.
Step 4: We create a holistic financial plan tailored to your needs and goals.
Once we’ve identified your goals and established a relationship with you, we’ll create a holistic financial plan tailored to your needs and goals.
Step 5: We update as the situation demands.
Lastly, we’ll review any changes in your situation as time goes by, and update the financial plan as necessary.

Who Is It For?

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 deliver:

Superb Customer Support

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.

holistic financial planner agency

Years of Experience

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.

Wide Range of Expertise

If you are looking for 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!

Personalized Holistic Financial Plans

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.

holistic approach to financial planning

Frequently Asked Questions

What is holistic financial planning?

Holistic financial planning is an approach to wealth management that looks at the picture of your whole finances, including investments, insurance, and retirement, and not just one particular aspect of your life or family.

How can you benefit from holistic financial planning?

A holistic approach to financial planning can enhance your chances of achieving your goals with a realistic roadmap on how to get there.

Is it worth hiring a financial advisor for holistic financial planning?

Yes it is. When you want to make the most of your money, you need someone with the knowledge, experience, and expertise to help guide your investment choices.

How can Interactive Wealth Advisors help?

As a specialty investment advisor for business owners and tech professionals, our holistic financial planning services take the guesswork out of your finances. We will help you identify your goals, assess your current situation, and then develop a plan that will help you reach those goals.

How much does it cost?

Because each plan is personalized for each client, the cost differs. However, you can get a free, no-obligation quote when you get in touch today.
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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