Will  Kaplan

Will Kaplan

| CFP®

Halcyon Financial Planning

(503) 928-4412

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Fee-Only Financial Planner serving the Portland, Oregon area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Cash Flow and Budgeting

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Happy Valley, OR 97086

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Will Kaplan is a Fee-Only Financial Planner serving Portland, Oregon and surrounding areas. Halcyon Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Will Kaplan is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Hello. My name is Will Kaplan and I am the founder of Halcyon Financial Planning.

A good financial advisor is at times a coach, a teammate, a confidant, and most importantly, someone who will listen and genuinely try to help. Good financial advice is personal. It is built upon your life experience, your desires, and your values. It is more than your accounts, your tax returns, and your monthly budget.

Financial planning is the process of transforming your resources, regardless of what they are, into your accomplishments. And as your advisor, I consider it a privilege to be part of that process.

I grew up in Texas, graduated from Kenyon College in Ohio, and began my career in finance in Chicago. I moved to Oregon with my wife in 2006 to start our family. I earned my Certified Financial Planner (CFP®) certificate in 2011, joined the National Association of Financial Planners (NAPFA) soon thereafter as a NAPFA registered financial advisor, and now serve on the West region board for that organization.

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Halcyon Financial Planning is a registered investment advisory firm offering financial planning and investment management services.

We specialize in assisting individuals and families working toward financial independence, whether that means an eventual retirement or the start of their next great adventure. The defining characteristic of our clients is their desire to make more informed financial decisions that better align with their own values, goals, and lives. Using a comprehensive approach we provide the framework they can use to evaluate their options, align their resources, and tackle the hard decisions as they come.

Our Beliefs

We believe in empowering our clients to make better financial decisions. As an advisor, we understand it is not our job to choose the path for you, but to provide the support you need for your own, personal journey.

Our Name

Halcyon comes from the Greek myth of Alcyone. According to legend, for two weeks each winter, Aeolus, father of Alcyone, calms the winds and waves so Alcyone, in the form of a kingfisher bird, can safely make her nest on the beach and lay her eggs. From this, Halcyon has come to mean a period of great peace and calm, characteristics we strive to impart to your financial life.

 

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