Northwest Wealth Advisors

"We bring Financial Balance to Your Life"

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So what's important to you? Is it money, or is it the things money allows you to do? Are there other aspects of your life that are as important or maybe more important to you than money?

Setting life goals and sticking to them is not easy, as evidenced by the large percentage of the population who never achieves even a modest level of financial independence. The missing element from virtually every failed financial plan is the lack of commitment to core values. That is, people can easily find how to achieve wealth but they often fail to look for and understand why. The answer to that question is seldom asked and rarely considered in formulating a plan. What makes Northwest Wealth Advisors different is that we ask the right questions and incorporate the answers into everything we do to help you achieve your life goals.

We're all unique. Some activities energize us and other activities take energy away. We want to spend more time on enjoyable things and we tend to put off those that are not fun. Research has shown that our lives can be broken down into five basic areas that we refer to as "health" areas.

• Mental Health

• Spiritual Health

• Social Health

• Physical Health

• Financial Health

All of these components of our well being are connected and influenced by each other and all work together to keep our lives in balance.

Consider how your sense of financial security and success contribute to your emotional health:

When you are experiencing financial stress, you don't feel well and are more susceptible to illness. You may decide to skip workouts because you need to work harder at the office. You may not be able to sleep well because of worries about bills and other financial obligations. Money problems may create difficulties at home or problems in other personal relationships. Conversely problems in a personal relationship may reduce your effectiveness at work causing financial hardship. We believe that by helping people lead financially healthy lives, they will find balance and success in the other areas of their lives.

Northwest Wealth Advisors, Inc is dedicated to the process of creating wealth enhancement strategies that will enable clients to make good financial decisions and to identify and follow through in achieving their personal financial goals. Paramount in this process is the need to uncover those client values that are most important to them and will motivate them to meet those goals. Considerable time is spent at the beginning of the planning process to identify and document the values and goals that serve as checkpoints along the client's financial roadmap.

All too often in the wealth creation and management process the focus is improperly placed on purchasing the right product or investment vehicle. If the purchase is not designed to meet the client's goal, it becomes nothing more than a way to increase the advisor's income. Along with the goals and strategies that are developed in this process a strong element of trust between advisor and client naturally develops. This relationship is the hallmark of our success at Northwest and we consider the trust our client's have in us to be our most valuable asset. We sincerely hope the information you find at this website to be timely as well as useful in helping you achieve your "life balance."

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503.478.6632  •  0605 SW Taylors Ferry Road  •  Portland, Oregon 97219