Shawn Koch founded Koch Financial Partners, LLC, a fee-only financial planning firm and registered investment advisor serving the Portland, Oregon area. We offer financial planning and investment advice on an hourly or project basis. We provide our clients with independent, impartial guidance to make sound financial decisions.
Fee-only financial planning. As a fee-only financial planning firm, we tailor our services to your needs and put your interests first. We are completely independent and hold ourselves to a fiduciary standard. We don’t sell products or accept commissions. We are paid by you, and we work only for you.
A solid partnership. Our approach to financial planning is to work closely with you to understand your finances, your attitudes toward money and risk, and to develop a plan that helps you secure your financial future. We help you to navigate life transitions and major financial decisions. It’s not all about numbers. It’s also about who you are and what you want your future to look like. Our ultimate goal is to empower you to confidently take charge of your financial future.
Expertise. Shawn’s background as an attorney and a retirement plans manager provides her the experience, knowledge and skills to help you set and meet your financial goals.
Please contact us to schedule a free, no-obligation get acquainted meeting. This initial meeting is free of charge. It is an opportunity for you to get to know us and how we can help you realize a financially secure future.