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.


1. Establishing and defining the relationship
2. Gathering data
We want to get to know you, more than just numbers.


3. Evaluating your financial status
4. Developing our recommendations
We utilize innovative tools and the knowledge of the team to create a plan and strategy.


5. Putting the plan into action
We agree on priorities and take things step-by-step.


6. Regular reviews to assess the plan
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

Columbia River Financial Group, LLC is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.