Kyle Goulard

CFP®

Goulard Financial Planning

Founder & Director of Happiness

Kyle Goulard

CFP®

Goulard Financial Planning

Founder & Director of Happiness

Are you ready for a 15 Minute Virtual Coffee? Click 'Contact Me' and grab a time on my calendar for introductions and to see how I can be of most assistance to you. - Kyle Goulard, CFP®

Modern financial planning for early to mid-career physicians. Fiduciary, fee only, and virtual.

Kyle Goulard is a Portland, OR fee-only financial planner. Goulard Financial Planning provides comprehensive financial planning, investment management, and project based planning to help early to mid-career physicians organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kyle Goulard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kyle Goulard is the founder of Goulard Financial Planning located in Portland, OR.


If you are like most people, it's hard to find time in your busy day-to-day life to sit down with your loved ones to discuss priorities and make decisions about your life and finances. Most individuals and couples find themselves juggling many different needs and wants and have difficulty identifying their priorities. That's why when I launched Goulard Financial Planning in 2019, I did it to serve my clients not only as a financial advisor, but as as a thought partner, guide, and educator.

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. 

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 serve my clients in a fiduciary capacity, which means I am ethically and legally obligated to put your interests ahead of mine. Here's my oath to prove it.

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.

Kyle Goulard is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

At Goulard Financial Planning I primarily serve early to mid-career physicians in Portlnd, OR and around the country. Individuals and couples come to me with their unique set of financial circumstances and walk away feeling more in-tune with themselves and with each other about the role money plays in their lives.

I am ethically and legally bound as a fiduciary and I provide advice and service for one flat fee. 

No commissions. No third party compensation arrangements. Simply conflict-free advice.

Schedule a complementary 60-min call with me to see if we are a good fit!

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Life Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Student Loan Repayment Strategies

Ideal Clients

  • Young Professionals in Medicine
  • Growing Families
  • Novice Investors
  • Young Professionals
  • Doctors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Kyle Goulard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Kyle Goulard is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Kyle Goulard is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Money Quotient
    Kyle Goulard is a Money Quotient Trained Financial Advisor

    Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.

Contact Kyle Goulard

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Office Locations:

  • 811 SW 6th Ave
    Portland, OR 97204

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