Kauviara Financial Planning

Hi! I'm Annelise. I am an enneagram 1w2, an empath and a Crohn's Disease warrior that believes to achieve wellness we need our health and our wealth. That is why we specialize in financial planning for families managing chronic disease.

As someone who is constantly making personal, emotional and financial decisions to manage my own chronic disease, I've found passion in helping other families do the same. Managing chronic illness comes with unique short-term and long-term planning needs that we often overlook as managing disease is all encompassing. I am here to help!

In addition to our specialty in chronic disease, we also serve any individual or family on a project basis. We commonly step in as our client's thinking partner when they are:
- Planning for retirement 
- First-time home purchase
- Planning for college
- Need to make their Social Security claiming and Medicare path decisions 
- Having a baby
- Planning for a sabbatical 
- Thinking about making a big purchase
- Need help designing their budgeting style and framework
- Want to merge their finances with their spouse or future spouse
 
I invite you to learn more about KFP on our website www.Kauviara.com.
If you are interested in reading about my chronic illness journey, feel free to check out my personal blog www.InSicknessandInWealth.com. 

I look forward to hearing your story!

Annelise

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Advisors at this Office

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This Office

453 SW Washington St Hillsboro, OR 97123-3945 Phone: (503) 467-8989

Primary Office

453 SW Washington St Hillsboro, OR 97123-3945 Phone: (503) 467-8989