Shawn Koch, CFP, JD
Koch Financial Partners, LLC provides comprehensive financial planning and investment advisory services. We are a fee-only firm, and act as a fiduciary for our clients. We operate on an hourly or flat fee basis. Shawn Koch, Principal, is a former attorney and retirement plans manager. Her practice specialty is retirement planning for people planning for and making decisions around retirement issues.
Retirement planning - includes decisions on Social Security and pensions; cash-flow projections for retirement; how to draw down your retirement assets; estate planning issues.
Investment planning - hourly advising on what types of investments suit your needs and risk tolerance.
Same sex and unmarried couples - helping individuals, gay and lesbian couples with their financial planning needs.
Women's financial issues - helping women who have unique lifestyle and economic issues.
Client education and coaching - helping you develop the knowledge and skills to be empowered to make sound financial decisions.
We are conveniently located in the Sellwood neighborhood of Portland, with plenty of parking. Call for a complimentary "Get Acquainted" meeting today.