Miriam McKenna Whiteley,  CFP<sup>&reg;</sup> - Financial Advisor

Miriam McKenna Whiteley, CFP®

Financial Planner

LifeCraft Financial Planning

4325 Commerce St, Ste 111-411
Eugene, OR 97402
FINANCIAL ADVISOR'S WEBSITE
(949) 287-1621 CONNECT WITH Miriam
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General

Miriam Whiteley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LifeCraft Financial Planning in Eugene, OR and the surrounding communities.

Financial Advisor Overview

I help people nearing or in retirement create and sustain financial autonomy and security as they age. When my clients work with me, they know I’m their partner and advocate for financial well-being. This is the part of their lives they’ve worked so hard for and I’m here to listen to them and work with them to navigate long life with confidence and clarity.

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Financial Advisor Experience

My inspiration came from life experience as the caretaker of older parents and as a teacher. In both cases, I observed how much better life is when you prepare for inevitable changes that come with growth and aging. As a CERTIFIED FINANCIAL PLANNER™ professional I had the technical skills to be a source of practical financial knowledge and great financial outcomes for my clients, and I wanted the same depth of expertise on the human side of money. I earned my RLP® with the Kinder Institute. Then I recognized that transition expertise matters because the stakes are high and the opportunities are real, so I became a CeFT®, a Certified Financial Transitionist.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CeFT® RLP®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

As a fee-only, fiduciary, and independent financial advisor, Miriam Whiteley is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources