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Watershed Wealth Planning LLC
7972 Southeast 13th Avenue, Portland, Oregon 97202
About the Watershed Wealth Planning LLC
Watershed Wealth Planning LLC, located in Portland, Oregon, is a finance institution dedicated to helping clients design a path to True Wealth. Owned and operated by Tyler R. Elliott, JD, MA, CFP®, a CERTIFIED FINANCIAL PLANNING™ Professional and former attorney, Watershed Wealth Planning is a member of NAPFA and operates as a fiduciary to its clients.
True Wealth Planning at Watershed Wealth Planning is a holistic process that prioritizes the financial well-being and life satisfaction of clients. By clarifying values, priorities, circumstances, and aspirations, clients are guided in defining and designing their unique version of the "rich life." This approach focuses on habits and attitudes that support financial and life goals, as well as successful life transitions.
The institution's focus on organization and process transforms complex financial decisions into affordable action steps, with no wealth required and no products sold. A complimentary 60-minute consultation is offered to assess current finances and explore the True Wealth Planning approach. This includes identifying true values, developing a vision of the ideal life, setting personal and financial goals, clarifying priorities, and identifying appropriate solutions.
Clients are empowered with a forward-looking Cash Flow Plan and Savings and Investment Plan designed to clarify their vision while remaining adaptable to life changes. Watershed Wealth Planning aims to help clients live life on their chosen terms, focusing on what matters most to them. Experience a "watershed moment" in your financial affairs with Watershed Wealth Planning LLC.
Photos of Watershed Wealth Planning LLC
7972 SE 13th Ave #102, Portland, OR 97202, United States
Opening hours of Watershed Wealth Planning LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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