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Financial Planning

for Women in Transition

Guidance to Help Create a Life That Aligns
with Your Dreams and Values

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We are here to help you:

Make Great Decisions About the Future

Take Care of Yourself and Your Family

Maintain Your Desired
Lifestyle

It's Natural to Feel Uncertain When Your Life Changes

When you're newly in charge of your household finances, you can feel:

  • Stressed about your ability to support yourself and your family
  • Worried about where to begin and whether it's too late to create the life you want
  • Uncertain about whether you have enough income to support yourself
You have what it takes to create the life you want. We provide financial education, coaching, and
planning to help you take charge of your finances.
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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.

Business woman sits in park with laptop and take away cardboard cup of coffee.

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.

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It Can Get Overwhelming When You Have to Take on Your Finances by Yourself

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  • We have provided financial education,
    coaching, and planning for over 30 years to
    help women become self-sufficient.
  • Founder and advisor Brent Hamilton has a
    master's in financial planning and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation to provide comprehensive, goals-based planning. He is a Certified Divorce Financial Analyst® (CDFA®) to help meet the unique needs of women facing this often-confusing life change.
  • Brent is an Enrolled Agent (EA) who provides tax planning and preparation to help clients keep more of their hard-earned money.

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.

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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

Step 1

Schedule a call to see if we are the right fit for you.

Step 2

Share your goals and concerns and
discuss how we can help.

Step 3

Agree to work together and start
taking charge of your finances.

Schedule a Call

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:

  • Are a woman in transition seeking a life that
    aligns with your dreams and values
  • Want financial education, coaching, and
    planning to help create your map for
    self-sufficiency
  • Value an ongoing relationship with a
    financial advisor to help you stay on track
    with your financial goals while managing
    your investments

Take the First Step—Schedule a Call

Are you ready to stop worrying about where to begin or whether it's too late to create the life you want? Take the first step to feeling confident you are making decisions that help achieve your dreams by scheduling an introductory call.