Steve Morris

Financial Planner, CEO

CFP®

TriHelix Wealth Collective2130 N Kilpatrick Street, P.O. Box 17201, Portland, OR 97217-6425

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Physicians & Healthcare

Managing burnout is more important than managing your 401(k).

Also: GenX, High Earning First Generation, LGBTQ+, Millennials & GenZ, Pre-Retiree, Women & Female Leaders

Major Milestones I Specialize In

Career Changes or Job Loss, Early Retirement or Financial Independence, Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

My practice is built on a personalized approach that helps clients connect their financial plan to the lives that they want to live. Our first meeting is all about you: what is most important to you, what brings you joy, what your values are, what you want your life to look like. From there we do a high level plan review then break things down into a goals & investments meeting, a risk management meeting, then an implementation meeting. I am a former teacher so educating clients along the way is important to me.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.