Get Started!

 

You can get started with financial planning in a few different ways:

  • Simply call 503-746-9275 or Email us to schedule your free, in-person consultation. All you'll need to bring are your questions and your basic financial information. Please feel free to contact us with questions about our services or with financial questions, any time.
  • Whether you contact us or not, if you would like to get a flavor for what financial planning is all about, you can take about 90 minutes to create a secured personal plan, online. After you complete the plan, you can simply access it privately for 14 days, or you can choose to submit it to Erlandson Wealth for a review. If we then meet, you'll have a head start!

    Erlandson Wealth provides you this online planning opportunity through the
    myMoneyGuide® site.
    Click this link to use the myMoneyGuide guided planning laboratory: 

 

 

 

 

Link to myMoneyGuide Planning Lab