Will Kaplan

CFP®

Halcyon Financial Planning

Financial Advisor

Will Kaplan

CFP®

Halcyon Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Will Kaplan, CFP®

(503) 928-4412

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

Will Kaplan is a Happy Valley, OR fee-only financial planner. Halcyon Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Will Kaplan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Will Kaplan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

 

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Will Kaplan is a NAPFA-Registered Financial Advisor

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

  • Certified Financial Planner (CFP)
    Will Kaplan 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.

Contact Will Kaplan

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Office Locations:

  • Happy Valley, OR 97086

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