Annelise Bretthauer (CDFA, CFP®, MBA)

Annelise Bretthauer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Attorneys

Physicians

Business Owners/S-corp Owners

Family Business

Divorcing or Divorced Women

Additional Information

Annelise Bretthauer CFP®, CDFA®, MBA, Financial Planner

Growing up in a family involved in the investment business, naturally, finance was the last place I saw my career heading. That all changed when after an internship at a Registered Investment Advisory firm in Portland, Oregon. I fell in love with financial planning and decided to go back to school for an M.B.A. and complete the Certified Financial Planner™ professional designation. In 2016, I began my financial planning career quickly finding a passion for helping clients use their money to nourish their life and have peace of mind with their finances. In 2017, I was diagnosed with Crohn’s Disease. Battling chronic disease has taken me on a unique health journey but has lead me to where I am today and I am grateful.

At Head to Toe, we specialize in helping high income earning families in their wealth building years who are currently facing important financial decisions. Many of our clients are physicians, attorneys and business owners. By day, you will often find me knee deep in a financial plan helping a client determine the best strategy for allocating their cash flow, digging into the details of their employer benefits plan or helping them implement wealth building strategies. By night, you will often find my husband and I on our evening walk to the horse pasture behind our house or in the kitchen cooking up a Crohn’s friendly dinner. .

We don’t believe in a one size fits all financial planning process. Our approach is centered around the needs of each individual family and how we can support you to align your money with your priorities and spend more time doing what matters most to you.

Learn more about Annelise and Head to Toe Financial planning by visiting the sites below.

https://www.headtotoefinancial.com/

https://www.headtotoefinancial.com/about

NAPFA Start Date

July 24, 2019

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This Office

453 SW Washington St Hillsboro, OR 97123-3945 Phone: (503) 536-7263