Broker Check

Simplifying Finances in Harmony with Your Life

 

Susan S. Butler, CFP
(541) 639-3164

424 NE Kearney Avenue
Bend, OR 97701

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Your Financial Future

Money is the #1 issue people argue and worry about, whether married or single. It disrupts lives and ruins marriages. How great would it feel if money wasn’t a key “issue”, but was rather a harmonious contributor to achieving and living your life’s passions and goals? My Financial Harmony takes you on a journey from a place of discord and confusion about money and money issues to a place of harmony in relationships and decisions about money. 

Most Financial Advisors can’t afford to spend the time with you that is needed to coach you through money issues and relationship issues that appear to stem from money on the surface.   At My Financial Harmony, we do things differently. We bring simplicity and understanding to your financial situation and dig deep into finding your life passions. Our goal is to bring these harmoniously working together and allow you the freedom to pursue your dreams and have peace of mind. If you’re looking for number crunching, flow charts or a 50 page written report of your finances, this company is NOT for you. The number crunching and analysis will still be done in background, but that is just a starting point. We believe that Financial Life Planning involves much more than this and we’d love to take you to the next level.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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