for Women in Transition
Guidance to Help Create a Life That Aligns
with Your Dreams and Values
We are here to help you:
Make Great Decisions About the Future
Take Care of Yourself and Your Family
Maintain Your Desired
It's Natural to Feel Uncertain When Your Life Changes
When you're newly in charge of your household finances, you can feel:
planning to help you take charge of your finances.
You Deserve to Feel Confident You Are Making Decisions to Achieve Your Dreams
Our goal is to help you:
Know you are on track
Create a path for supporting yourself and your family.
Save for the future
Make sure your emergency fund and retirement goals are met.
Live to the fullest
Set aside a "fun fund" so you can do the things that make life pleasurable.
It Can Get Overwhelming When You Have to Take on Your Finances by Yourself
Guidance to Help Create Your Map to Self-Sufficiency
Women in charge of their household finances for the first time often worry about where to start or whether it’s too late to create the life they want. At WBH Financial Services, we provide financial education, coaching, and planning to help women become self-sufficient and achieve their dreams.
WBH Financial Services is a registered investment advisor helping
women in transition take charge of their finances. Based in Lake
Oswego, Oregon, we are on a mission to help women make financial
decisions that align their lives with their dreams and values. We work
with you to help:
- Brainstorm your goals and create a long-term plan to accomplish them
- Monitor your plan's progress to stay on course for success
- Manage the impact of a changing life by adjusting your plan as needed
We believe that money is a tool to live the life you desire, and we provide comprehensive planning to help you align your finances with your life goals. Our services include:
- Financial coaching
- Identification of dreams, values, and beliefs
- Financial planning
- Cash flow analysis and management
- Budgeting and spending plans
- Debt management
- Investment management
- Tax planning and preparation
- Career planning
- Employee benefit analysis
- Education funding
- Risk management and insurance analysis
- Retirement planning
How to Work With Us
Schedule a call to see if we are the right fit for you.
Share your goals and concerns and
discuss how we can help.
Agree to work together and start
taking charge of your finances.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you: