Watershed Wealth Planning LLC

THE IDEAL LIFE REQUIRES A CLEAR FINANCIAL PLAN. HAVE YOUR MOMENT.

We are an independent, fee-only financial planning firm that works with young professionals to build a path to financial freedom. True wealth isn't measured by dollars in a bank account but, rather, by the capacity to live life on chosen terms. That begins by figuring out what matters most...to you. Our focus is on organization & process, transforming complex financial decisions into affordable action steps. No wealth required. No products sold.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

7972 SE 13th Ave. Suite 102 Portland, OR 97202 Phone: (503) 862-9064

Primary Office

7972 SE 13th Ave. Suite 102 Portland, OR 97202 Phone: (503) 862-9064