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New Outlook Financial, LLC
       
 
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New Outlook Financial, LLC
 
 
Overview: 

New Outlook Financial, LLC is a Portland, Oregon based investment advisory firm offering fee-only financial planning and investment advice on an hourly, as-needed basis. We work with individuals, families and small business people, many of whom are interested in integrating their finances with their values. Unlike other financial advisors who sell products for commissions, we provide our clients with objective advice and guidance so they can be confident that the advice they are getting is in their best interest.

Our goal is to help you gain a new outlook on your personal financial future by taking the drudgery and complexity out of financial planning.  Through our work we strive to bring peace and clarity to your financial planning process. With a practical, achievable financial plan in place, the energy spent worrying about your personal finances can be redirected into more productive areas in your life.

What is Hourly, Fee-Only Financial Planning?  Hourly means you can utilize our services for as much or as little as you need, like you would any other professional service.  Fee-only means we are not compensated by sales commissions so our advice is not influenced by, or limited to, any particular financial products. We are a proud member of the Garrett Planning Network (GPN). GPN is an international network of financial planners who offer their services on a fee-only, hourly basis so that objective financial advice is available for people from all walks of life.   More...

Socially Responsible Investing (SRI):  Are there investments you want to avoid for philosophical reasons? Are you interested in investing in companies that recognize their responsibility to act as ethical players in society and in the environment? Do you want to find ways to invest in your community? Many of our clients are interested in making an positive impact with their investments.  We specialize in socially responsible investing and welcome the opportunity to explore SRI with you.


 
 
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