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Shawn Koch founded Koch Financial Partners, LLC, a fee-only financial planning firm 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.
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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.
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The Garrett Planning Network, Inc is an international affiliation of Fee-Only financial advisors who are dedicated to serving people from all walks of life on an hourly, as-needed basis. The network has been featured on the Today Show, CNBC, MSN's Money Central and in numerous publications such as Time, Newsweek, Money, Business Week, Smart Money, The New York Times, The Wall Street Journal and Consumer Reports.
The National Association of Personal Financial Advisors (NAPFA) is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With over 1,100 member and affiliates, in 45 states, the members of NAPFA subscribe to a strict fiduciary oath and meet stringent continuing education requirements.
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Disclosures
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Shawn Koch, Principal, Koch Financial Partners, LLC. Fee-only financial planning and investment advisory services are offered through Koch Financial Partners, LLC, a registered investment advisory firm in the state of Oregon.
Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in details with your individual advisor prior to implementation. Any links to other sites endorsing a stock should not be construed to be a recommendation of that stock. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than Oregon.
Copyright Notice
© Koch Financial Partners, LLC. All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Garrett Network logos: © 2010 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. |
