We are available in office by appointment only. If you would like to schedule an in office meeting, please contact Laura Anderson, Administrative Assistant + Scheduler, at or call (503) 723-1494. If you would like to sign or drop off paperwork at our physical office location, please contact staff ahead of time so we may best assist you.

We are available for phone or video meetings. Many clients enjoy the flexibility of video meetings. We offer video meetings per client preference.

Our meeting hours are 8:30 AM to 4:00 PM, Monday – Thursday. We typically schedule meetings within this timeframe. We reserve Fridays for urgent/time critical meetings. For example, a family may need to meet with an advisor regarding a significant life event like a medical condition or a death in the family.

Our business hours are 8:00 AM to 4:30 PM, Monday – Thursday; 8:00 AM to 3:00 PM, Friday. We are ready and available to connect with you and provide assistance. For office visits and drop-offs, please call ahead and arrange a time with staff.