Kline Strategic | Financial Planning

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Shaped by the ethics and leadership principles of the United States Military Academy at West Point and service as an Army Officer, my recommendations are built on rigorous analysis, the fiduciary standard when providing financial advice, and the flexibility to adapt as your life evolves.

This isn’t just advice — it’s a disciplined process and a true partnership, designed with a goal to create a plan that puts your best interests first.

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My History $111

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My Process

We create strategies that are tailored to your needs and goals.

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My Approach

As your CFP® Professional, I'll work with you one-on-one to create a financial plan and investment strategy. We'll start with the basics, learning about what's important to you and where you'd like to be. Then, through collaboration, open communication, and education we'll work together to plot and take the efficient path to pursue your desired result.

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Areas of Focus

In addition to working together, we'll help you have your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible, and valued financial confidant to help every step of the way.

Lifestyle

Dream big, have fun. Let's plan your bucket list.

Investments

Our investment management team can create a portfolio that's designed with a goal to fit your lifestyle.

Tax Mitigation Strategies

Ever heard of Roth Conversions? Oregon Estate Tax? Does your advisor even speak with your accountant? I work hand in hand with my clients CPAs. Whether it's to establish an annual budget for capital gains, Roth conversions, or more complex estate tax strategies, we'll work together.

Estate Planning Strategies

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Set up an appointment to see how <strong>I can help you address your goals.</strong>

Set up an appointment to see how I can help you address your goals.

Schedule an Appointment

Why

I’m deeply passionate about guiding, educating, and leading clients through every stage of their financial journey.
To me, financial independence means helping you live a life filled with fun, passion, and purpose — on your terms.
Let’s forge the path to your financial future, together.