Insightful Financial Planning — The Road to Your Financial Future
We work as trusted advisors, helping our clients recognize opportunities, resolve problems, and better utilize their resources so that they can best manage their financial future.
Financial planning is one of the most important strategies used by successful people to create an extraordinary life. As an ongoing, dynamic process, this discipline provides a system that enables you to identify and reach your most important goals. In working with you to achieve financial independence, what matters most is helping you clarify your goals and identifying the best solutions and opportunities uniquely available to you.
Our Services
Personal Financial Planning
To serve you, it's important we understand the entire picture of who you are, the opportunities available to you and your goals.
Investment Management and Consulting
We provide a customized approach to investment management.
Retirement Planning & Social Security
Comprehensive retirement planning explores social security maximization opportunities and how best to structure your assets and pensions to meet your goals.
Employer-sponsored Retirement Plans
We understand the challenges small business owners face in providing retirement plan benefits.
Getting Started
Simply email or give us a call and we’ll arrange to visit briefly and confidentially with you by phone. If we agree that we can add value to your situation, we’ll schedule an initial meeting. The purpose of the initial, complementary meeting is for us to learn in more detail how we can improve upon your existing planning. In addition, it is an opportunity for you to learn more about us and for us to determine if we are a good mutual fit.
Jody Duncan, CFP®
Jody provides independent, fee-based portfolio management and individualized financial planning to a select clientele. Families and small business owners in and around the Portland area turn to Jody for her keen observations and professional advice. While Jody is well versed in all aspects of personal financial planning and investment management, she has a special connection with women in transition. Women who find themselves in the position of being responsible for their own financial security appreciate Jody’s caring, unhurried nature, financial partnership and professional approach. She has developed a process that identifies the immediate areas of concern and necessity. Jody guides transitioning clients, helping them make good decisions, when they are ready and the time is right.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jody has completed a rigorous course of education, met the exacting experience and continuing education requirements set forth by the CFP® Board, and continues to meet their ethics and continuing education requirements. Jody received her Bachelor’s degree in Industrial Engineering from California State University in Northridge, California, in 1991 and a Masters degree in Applied Information Management from The University of Oregon in 1997. She made the transition to financial planning in 1996 when she saw the difference she could make in people’s lives.
When she’s not helping people with their financial decisions and dreams, Jody enjoys spending time with her daughter and husband taking long walks around Portland’s beautiful local parks.