Fiduciary Financial Planning for Wealth Building Families
With endless information at our fingertips, our scarcest resources are time and energy.
Our mission is to help you make more intentional financial decisions and pursue growth.
We do that by striving to reduce the noice and offer clarity around your options and financial trade-offs using expertise and data.
Head to Toe Financial Planning LLC (“HTFP”) is a registered investment adviser offering advisory services in the State of Oregon, California, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HTFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
What Makes Us Unique
We are Fee-Only fiduciaries
We are an independent, fee-only, fiduciary Registered Investment Advisor. This means legally, we are required to put your interests before anything or anyone else.
Beyond that, we have our own driving principles to go even further to be the best partner we can to all the lives we have the honor to impact. Your interests come first and foremost. Always. You should never ever have to wonder if you can trust your financial advisor.
No asset management requirement
We believe sound financial advice is crucial during the wealth building years. There is no “Assets Under Management” (AUM) requirement to work with us.
We get asked all the time, “How much can I afford to spend on financial advice?” Our answer: Your financial planner should be 2.5% or less of your gross household income. For that reason, we may be a good fit for households earning $200,000 and above.
We have Specialized expertise
We specialize in working with high-earning, time-constrained families facing important financial decisions. Many of our clients are physicians, attorneys, executives and business owners.
From working through student loans with our physician and attorney clients to helping our business owner clients navigate tax planning alongside their CPA, we are here to help.
“Goals are good for setting a direction, but systems are best for making progress.”
We can help you go from feeling unsure, tired or overwhelmed about your finances.
To feeling confident and informed about your finances optimizing for both Return on Investment and Return on Life.
We Can Help you
Avoid confusion and overwhelm with your finances
Avoid last minute financial decisions and stress
Avoid unknowingly making bad financial decisions for your family
Avoid spending your free time reading and evaluating endless non-personalized personal finance information
Avoid being unsure about the accuracy of your plan for getting to work optional or retirement
Avoid leaving employer benefits on the table
So You Can
Exhale when your head hits the pillow at night, feeling confident that you have a plan to get where you want to go
Spend your free time and energy present with the people you love, doing the things you love
Feel informed about your finances and trust your personalized plan that focuses on optimizing both Return on Investment and Return on Life
Feel confident that your personalized plan will successfully adjust with you as life changes