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Meg V
CFP®
Bend, OR
Alongside Financial Partners
Hi, I'm Meg! I'm a financial planning fanatic, devotee of helping people live the life of their dreams, a meticulous analyzer, and purveyor of meaningful conversations. My clients find me warm, patient, sharp, and reliable. I work with a limited number of families to ensure I have maximum capacity to think critically, analyze, and personalize my services for each client. Taking a comprehensive approach to financial planning is critical. All aspects of financial planning are fun and interesting to me, but my absolute favorite type of work is helping folks achieve financial independence/early retirement, tax planning, and coordination with multigenerational families. Please take a look at my website, linked to the left, to learn more about my process, approach, services, and history.
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