Services
 
Financial Planning & Investment Advisory Services
 
  1. Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future.
 
  1. We work with people from all walks of life who seek guidance in any or all of the following areas of personal finance:
  2.  
  3.        Cash Flow Management Investing Estate Planning Debt Management/Elimination Retirement Planning Strategies Taxation Risk Management / Insurance Education Funding Sustainable Investing
  4.  
  5. Your financial planning objectives may include:
  6. •Connect your values and your investments
  7. •Develop an achievable retirement strategy
  8. •Minimize your tax burden
  9. •Establish a charitable giving strategy
  10. •Plan for a child or grandchild’s education
  11. •Create and preserve personal wealth
  12. •Minimize the erosive effects of inflation
  13. •Reduce the risk of financially devastating events
  14. •Foster peace of mind through proper planning
  15.  
  16. To help you reach these important goals,
  17. our services include:
  18.  
  19. •Retirement Planning Strategies
  20. •Cash Flow / Spending Planning
  21. •Debt Management Planning
  22. •College Funding Advice
  23. •Stock Option Advice
  24. •Pension Distribution Advice
  25. •Life and Disability Insurance Needs Analysis
  26. •Second Opinion of your current financial plan
  27. •Financial Seminars for your organization
 
 
  1. What is “Hourly” and “Fee-Only”?
  2. Hourly means you can utilize our services for as much or as little as you need, like you would any
  3. other professional service. "Fee-only" services means we don't get paid by product commissions and
  4. so our advice is not influenced by, or limited to, any particular financial products.
  5.  
  6.  
  7. Are you ready to begin?  If so, you can start by downloading our Client Forms, and calling us to set up your Get-Acquainted meeting.  We look forward to the opportunity to work with you.
 
 
 
 
                                        
 
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New Outlook Financial, LLC   833 SW 11th Avenue   Suite 925  Portland, Oregon 97205   503-379-1922  team@new-outlook.com