We teach, guide and develop comfortable financial trajectories for this life stage and the next.
Guiding You Towards Financial Empowerment
Whether you’re a motivated individual embarking on your first financial journey or someone seeking a partner for your next life transition, your first step towards achieving your dreams is a plan. We guide clients from feelings of overwhelm and uncertainty over money to a place where they’re truly empowered, with an organized financial life.
Ready to Nest?
You might be migrating to warmer places or you might be gathering your first twigs… either way, you’re ready to nest.
You’re asking yourself, “what should I do next?” You’re motivated to unravel those mysteries around money and clarify just what your life has in store. Whether you’re looking to leverage your company’s benefits, equity and compensation package, self-employed and successful, someone from the real estate or mortgage industry or someone transitioning to a new chapter in life, you’ve come to Nest Financial Planning to take those steps and build your ideal financial future, the nest for each of life’s next transitions.
You’re driven to dispel the mysteries, achieve clarity and gain confidence in the knowledge that your resources, the twigs of your nest, are firmly placed and ideally situated to withstand life’s turmoils and provide for you the resources, safety and support to live the life you dream about.
As a CERTIFIED FINANCIAL PLANNER™ I use my extensive personal and professional experience in all areas of financial planning to help you reach your goals and dreams. I look forward to working with you in reaching your goals and building a team of professional resources to best meet your personal and financial needs.
When I’m away from the office, you will find me as a retired windsurfer, aspiring kiteboarder, on skis or a mountain bike, enjoying good foods, great wines and tinkering in the garden as well as embracing the other splendors the great Northwest has to offer.
And, for a random anecdote and accomplishment – two friends and I were sailing a boat from Hawaii to Oregon. Halfway through the trip (in the middle of the Pacific Ocean) we lost our rudder in a storm. The following day our voltage regulator caught fire. We made it safely back on our own power with some minor fuel help from a passing fishing vessel. Thank you “Jen Linn”!!!! I’ll never forget the name of the boat that delivered that extra fuel. Looking back, it was truly the adventure of a lifetime. What’s your personal accomplishment or adventure?