Empowering Resources for a Bountiful Harvest
Invest With Purpose
Empowering Resources for a Bountiful Harvest
Anything Worth Doing is Worth Doing Intentionally
Collective Wealth Planning (CWP) provides proactive, life-centered financial planning.
Through a high-touch, client-first approach, CWP provides the pathway to pursue your unique definition of success.
Who We Serve:
Anything Worth Doing is Worth Doing Intentionally
Collective Wealth Planning provides proactive, life-centered financial planning. Through a high-touch, client-first approach, CWP provides the pathway to pursue your unique definition of success.
Who We Serve:
Financial Planning and Beyond
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Oregon Public Employee Planning
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Saving for Retirement
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Planning for the Future
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Asset Allocation and Diversification
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Financial Planning for Professors
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Income replacement and cash flow planning
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Protection Planning
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Proactive Tax Planning
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Philanthropic Planning
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Estate and Legacy Planning
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Impact and Low-Cost Investing
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Long-term projections and ‘what if’ scenarios
Financial Planning and Beyond
- Oregon Public Employee Planning
- Saving for Retirement
- Planning for the Future
- Asset Allocation and Diversification
- Financial Planning for Professors
- Income replacement and cash flow planning
- Protection Planning
- Proactive Tax Planning
- Philanthropic Planning
- Estate and Legacy Planning
- Impact and Low-Cost Investing
- Long-term projections and ‘what if’ scenarios
How We Can Work Together
Meeting on your terms (virtually or in person), CWP offers two ways to partner
Financial Planning
Gain clarity on your current financial scenario, set meaningful goals, and co-create a path to get there with our three-month financial planning process.
Wealth Management
Align your wealth with what matters most through wrap-around services that include both financial planning and investment management.

Financial Planning
Gain clarity on your current financial scenario, set meaningful goals, and co-create a path to get there with our values-centered financial planning process.
Wealth Management
Access the resources needed to align your wealth with what matters most through wrap-around services of both financial planning and investment management.
Planning With Vision
Expertise, knowledge, and community connections provide a foundation for your financial growth. We are committed to understanding your needs, money concerns, and life goals.

Planning With Vision
Expertise, knowledge, and community connections provide a foundation for your financial growth. We are committed to understanding your needs, money concerns, and life goals.
Our Affiliations
Collective Wealth Planning News
Articles, podcasts, and videos to nurture your financial proficiency
Collective Wealth Planning News
Articles, podcasts, and videos to nurture your financial proficiency
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Let’s Connect
Have questions?
We look forward to hearing from you.
(503) 476-1142
hello@collectivewealthplanning.com
Let’s Connect
Have questions?
We look forward to hearing from you.
(503) 476-1142
hello@collectivewealthplanning.com