Get Started

What is the first step?

We start with a no-obligation meeting to get to know each other.

We’ll spend 30-40 minutes learning about you, 10-20 minutes sharing how we serve our client families, and then discuss the next right step. This is an important decision. At its best, a relationship with a financial planner can last for decades. We want you to have everything you need to make an informed decision.

Book with Brenna


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Let’s Connect

Have questions?
We look forward to hearing from you.

(503) 476-1142
hello@collectivewealthplanning.com

Want to stay updated with Collective Wealth Planning? Follow us on social media:

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Let’s Connect

Have questions?
We look forward to hearing from you.

(503) 476-1142
hello@collectivewealthplanning.com

Want to stay updated with Collective Wealth Planning? Follow us on social media:

Linkedin
Name(Required)
This field is for validation purposes and should be left unchanged.