Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

  • About
    • Our Story
    • The Team
      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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    • Employees with Stock Compensation
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Nov 05 2024

End-of-Year Financial Planning

As the year winds to a close, it is a good time to assess aspects of your financial plan, such as emergency funds and education savings, and to review interest-rate sensitive areas of your portfolio.

Written by Liz Swagerty Olsen · Categorized: 529 PLAN, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, PERSONAL FINANCE · Tagged: education savings, emergency funds, FINANCIAL PLAN, FINANCIAL PLANNING, interest rates

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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