Fee-Only Financial Planning
We are a Fee-Only Financial Planner that focuses on serving medical professionals, such as nurses, doctors and technicians. This means that when you choose Head to Toe you know you are working with someone who is familiar with your circumstances and can trust that we will be working in your best interest.
We are an independent Fee-Only Registered Investment Advisor in Portland, Oregon catering to medical professionals. We offer comprehensive financial planning services to individuals and families who are looking to effectively manage their investment portfolio and other financial affairs. Find out more about our planner on our About Page.
Whether you've been thinking about financial planning for a while or don't even know where to start, everyone could use a little help. On our resources page you can find the tools you need to get started with budgeting, planning and dealing with student loans. Be sure to check back often as we will updating frequently.
Frequently Asked Questions
The financial landscape can be confusing and we're sure that you have questions, but we're here to help. Be sure to check out our Frequently Asked Questions page to get the answers you need. Of course we're happy to answer any questions you have that aren't covered in our FAQ as well.