Kyle Goulard (CFP®)

Kyle Goulard focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Millennials
  • Socially Responsible Investments

Planning Specialties

I earned the CFP® designation in my 30s, which has provided me a larger toolbox for addressing unique financial challenges often faced by individuals and families. I’m also a follower of the life-centered approach to the financial planning process, which provides clarity and connection between your money and your personal values and priorities.

I bring fresh and convenient advice to my clients by leveraging video conferencing technology and cloud-based file sharing. I am a video call away and our work together is always a click away and available via your personal, digital dashboard with RightCapital.

Additional Information

I am an active member with the Multnomah Athletic Club, volunteering on a number of member-run committees as well as with the Multnomah Athletic Foundation, whose work is grounded in providing character and confidence building opportunities through athletics in underserved communities.

In my free time, I love skiing on Mt. Hood, taking a couple minutes to dream up my next adventure with a Scott's Cheap Flights email, and hitting the open road with the latest Above & Beyond podcast. You may also find me scouting the wonderful city of Portland in search of the best buttery, flaky croissant.

If you would like to receive weekly updates in the latest of money, life, and the great world around us, feel free to subscribe! If you would like to connect, please feel free to emailschedule a video call, or follow me on LinkedIn.

NAPFA Start Date

July 15, 2019

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This Office

811 SW 6th Ave #1000 Portland, OR 97204-1334 Phone: (503) 567-9695