Want to talk?
For those ready to be planful, you are welcome to download our inquiry (a fillable pdf), which seeks the first information we’ll need. Please avail yourselves of our calendar or simply send us a message.
If you are willing, please share what you’re facing. For those seeking service, we’d love to converse with you over email, phone, video, or in-person, if geography allows.
Planful Finance can be found at
525 3rd St Suite 200
Lake Oswego, Oregon 97034