Contact Us
Ulrike L. Devoto, CFP®
(503) 224-1021
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Step One: Get in Touch
Contact us to set up an introductory phone call or email.
Step Two: Initial Meeting
This meeting can be in person or online and is really a time for you to get to know us and for us to get to know you. There is not a fee for this initial meeting. We will discuss your circumstances, goals, values, concerns and what you are looking for from the financial planning relationship. Once we know a little bit about your story and your goals, we will customize a plan for you and give you an estimated cost for this plan. It may include asset advisory services and/or portfolio review, retirement planning, education savings planning, estate planning, or tax planning.