ABOUT US

Red Sky Financial Planning is an independent, fee-only registered investment advisory firm serving clients near Portland, Oregon, near Bend, Oregon, and beyond. Our mission is to help motivated individuals and families thrive as they work towards reaching and maintaining their financial independence. We take a comprehensive approach to financial planning and provide advice that is tailored to each client’s unique situation and objectives. At Red Sky Financial Planning, our engagement model and service offerings are based on our core beliefs.

• Your advisor should be a fiduciary. Being a fiduciary means that we have committed to placing our clients first and only acting in their best interest – always.

• Fees should be transparent, easy to understand, and aligned with the client’s interests. As a fee-only firm, you will not experience commissions, sales charges, or hidden costs. Our fees are agreed upon up-front (in writing) and they are not influenced by our recommendations. What you see is what you get.

• Professional advice should be accessible to everyone. We do not have minimum income, asset, or net worth requirements.

• Investor behavior is just as, if not more, important than investment selection. See our investment philosophy for more on this.

• Tax planning is a critical component of financial planning. At Red Sky Financial Planning, we are uniquely qualified to provide clients with tax advisory and preparation services – at no extra charge.

• Our mission cannot be accomplished overnight. While there will likely be some quick wins, our success together will be determined over years and perhaps decades. We are in this for the long haul and prefer that you are too.

See our FAQs for more info.