Providing Thoughtful Guidance on Your Financial Path
Everyone’s story is different, and everyone’s solution is different. I remain endlessly fascinated by this work.
While I work with clients in all stages of life, my wheelhouse is working with people approaching and preparing for retirement. Navigating retirement accounts, social security strategies and pension benefits (with “what-if” scenarios) is instrumental in finding alignment with each unique person. Looking at the big picture of what retirement is, and finding purpose, is as important as the numbers behind the plan.
Married for thirty years, my husband Stefan and I are over-the-moon proud parents of two daughters. When not in the office, I may be volunteering with the Alzheimer’s Association, supporting The Longest Day fundraising event, playing tennis, golfing, cycling, or cozying up with a good book (ask me what I’m reading now!).
I’ve seen the powerful impact that my work has on people’s lives, which continues to drive my dedication.
You can trust me to hear your whole story and support you. We’ll reflect on the big picture of how and why you spend your money and craft a plan for where you are now but with the agility to change, just as life always does change.
Focused on Your Goals
Together, we’ll clarify your goals and expectations, and I’ll draw on my diverse investment background to identify and demystify the best tools available for your unique set of goals.
Working With Donna
Finding Your Happy Place
What does your happy place look like?
Finding Fun and Friendship
It’s never too late to find fun and friends.
Finding the right Financial Advisor
Get in touch
Lake Oswego, OR 97035-3195
Donna Feuerherdt ChFC, RICP, financial advisor helps to clarify your vision and expectations to a create a financial plan for a life that is authentic to you.
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