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What To Expect

The process starts with evaluating where you are (Discovery), envisioning where you want to be (Dream), building a plan to get there (Design), and tracking results along the way (Destiny).

As your financial planner, we do not take a cookie cutter approach or limit our services or advice to any one area. We meet your needs where you are and build multi-generational relationships. We do not view financial planning as a rigid process, but rather fluid and ongoing. We shift and go back to the drawing board as your situation and goals change.

Discovery

Our process starts with data gathering and discovery to determine your current situation and outlook for the future. This involves detailed cash flow projections based on your inflows, outflows, assets and liabilities to determine a trajectory for your assets. What is your current income now? In the future? What do you own? What do you owe? What are your assets/business worth and how will they grow?

Dream

In conjunction with our discovery, we like to discuss your goals and aspirations. This can be exciting and fun, but sometimes involves broaching uncomfortable subjects. When and what does retirement look like? If you passed away, how will that affect your family and legacy? Are there concerns about how next generations will handle assets?

Design

Based on your financial facts and goals, we find the strengths and weaknesses in your plan to mitigate risk and take advantage of opportunities. Are your investments properly managed? Is your current budget sustainable in retirement? Do you need more life insurance? Do you have an exit plan for your business?

Destiny

By working with us we hope to attain all your goals and ultimately give you peace of mind. However, life changes and are here to plan for the bumps along the way and adapt your plan. Have you lost a source of income? Has someone passed away? Have your legacy goals changed?

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8020 SW Pfaffle Street Suite 100
Portland, OR 97223

Call: (503) 293-3774

Disclosure

Nathan Engstrom is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Insurance License #0D37416), CO, FL, ID, IN, MA, MT, NV, OR, SD, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

Nathan Engstrom is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8020 Sw Pfaffle St Ste 100, Portland, OR, 97223, 503-293-3774. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, ID, IN, MT, NV, OR, SD, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Nathan Engstrom is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, HI, ID, IN, MT, NV, OR, SD, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Nathan Engstrom is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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