Valley Financial Planning, LLC (TVFP) is a fee only financial planning firm,
specializing in comprehensive, fee only financial planning and investment advice
services for individuals and families. We serve clients in the greater Portland
metropolitan area, the Willamette Valley and the Oregon Coast. TVFP works with clients from all walks of
life and has no requirements on net worth, income or amount of investable assets.
Our fiduciary responsibility is solely to you. This means we work solely for you and put your interest above all others. We never accept commissions or fees from any third party. Our primary focus is to help you understand and take control of your finances, reduce anxiety and achieve your financial goals.
Our financial planning service addresses a variety of topics, ranging from cash flow and debt management, retirement planning, education funding, insurance and estate planning.
We are also provide financial seminars & education, where we can hold workshops at your company, church, organization or class to provide advice and information on retirement planning, saving and funding college expenses, investment philosophies and other financial matters.