Will Kaplan

Contact Information

Will Kaplan, CFP®

Halcyon Financial Planning

I am a fee-only financial advisor who specializes in working with two types of clients: families with children who are college-age or younger and individuals (or families) who are employed by Nike.

When you define your goals, choose a strategy that will help you accomplish them, and monitor your progress, financial planning has the power to change your life. This is why I believe the process of creating a financial plan is just as important as the results.

Financial planning and investment management are complex subjects. Although most financial theory assumes that individuals make rational choices, human decision making is actually somewhat chaotic. This is why it is so important that the financial advisor you select meets two criteria: technical knowledge and the ability to help you apply this knowledge properly and consistently.

At Halcyon Financial Planning, we help you achieve your investment goals using a structured method of problem solving adapted from the engineering design process. This process enables us to incorporate unbiased academic research on capital markets, behavioral finance, and neuroeconomics into a framework. We then use this framework to design, evaluate, and refine a comprehensive wealth management strategy tailored to your unique needs, goals and situation.

Halcyon Financial Planning, LLC is a Registered Investment Advisor firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Halcyon Financial Planning, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Services
Comprehensive Wealth Management
Investment Management
Financial Planning
Retirement Planning
Education Funding
Employee Benefit Planning
Professional Designations
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Membership & Associations
National Association of Personal Financial Advisors (NAPFA)
Additional Info
Minimum Investable Assets – $100,000
Investment Philosophy
Taking new Clients
Social Links
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