Our Process

We believe financial planning is a process and not an event. We follow a well-defined and consistent planning method to help clients achieve their goals and dreams.

Discovery

We want to get to know you, more than just numbers.

Analysis

We utilize innovative tools and the knowledge of the team to create a plan and strategy.

Implementation

We agree on priorities and take things step-by-step.

Monitoring

We stay in touch and adjust the plan as life changes.

  • Discovery

    We want to get to know you, more than just numbers.

  • Analysis

    We utilize innovative tools and the knowledge of the team to create a plan and strategy.

  • Implementation

    We agree on priorities and take things step-by-step.

  • Monitoring

    We stay in touch and adjust the plan as life changes.

Meet the team

A personal client service approach.

Learn more

Contact Us

Find out if our services are right for you.

Get In Touch

Fuse
Columbia River Financial Group, LLC is an Investment Advisor registered with the Securities and Exchange Commission.