Kyle Goulard, CFP® Goulard Financial Planning

About Kyle Goulard, CFP®

My name is Kyle Goulard, I’m a financial planner and coach, and I primarily serve early to mid-career physicians in Portland, Oregon and around the United States. 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 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.

In my free time, I love skiing on Mt. Hood, taking a couple of minutes to dream up my next adventure with 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.

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Ideal Clients

  • Family Financial Planning
  • Financial Life Planning
  • Medical Professionals
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $99+/mo
  • Quarterly Fee: $397+/qtr
  • Flat Fee: $500+/engagement

SEC Records

States Registered

  • Oregon

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