1100 NE Lakewood Dr.,
AGATE Financial Partners
Living & Doing Business in Lincoln County, OR
Advising is more than telling clients what to do, it’s teaching them how to do it. We take the time to talk through each concept and strategy so that you can feel comfortable.
We understand that every life is unique. So, we take pride in building personal financial plans. Life experience is as varied as one person to another, one community to another, one up bringing to another and no one person or life experience is the only right one. It's critical that we uncover your personal money blueprint, i.e., what messages around money did you grow up around, who and what experiences around money influences you and your perception of how money works? These are critical areas to explore in order to effectively create a plan that works with you and for you. Are your perceptions accurate or do you need to pivot? Let’s embrace where you’ve come from as a jumping off point—and let's do so without judgment and with acceptance.
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.
We take the time to listen and learn about you before creating a financial plan that fits. Take this opportunity to learn about us and what we can do to help you live better.
Our firm is here to help you find stability, security, and a future to look forward to.
Our process is deeply personal. We believe that understanding our clients is the key to caring for them properly.
From planning your first portfolio to getting you ready for retirement, we are here to service every stage of life.