Tyler R. Elliott, CFP® JD Watershed Wealth Planning LLC
- 7972 SE 13th Ave. Suite 102, Portland, OR 97202
- 503-862-9064
- http://www.watershedwealthplanning.com
About Tyler R. Elliott, CFP®, JD
I am the founder and principal of Watershed Wealth Planning LLC. My practice is focused on households in their 20’s, 30’s, and 40’s who have high income but may be struggling to build a positive net-worth, often due to the burden of student debt and rising housing costs. As a financial planner, I am able to pull on my prior experience as a bankruptcy attorney to help people avoid common pitfalls and cut out the noise that can complicate important financial decisions.
My clients have concerns that are more unique than “retirement” or “college planning,” such as: How do we travel internationally every year without compromising our long-term plan? As someone who has traveled to 33 countries in my 44 years, I love helping clients answer these types of questions.
When meeting with people for the first time, I’m often asked, “Why did you give up a career as an attorney to become a financial planner?” Practicing bankruptcy law exposed me to the countless stories of clients who had enjoyed success early in their career only to experience financial hardship as they neared retirement age. As I began to recognize the patterns of poor planning, I realized that I could have a more positive impact working with young households as they make key decisions about how to save and invest. As a proactive planner, I now get to watch clients build their ideal life while helping to increase their probability of sustained success.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Cash Flow/Budgeting
- Gen Y/Millennials
- HENRY (High Earners, Not Rich Yet)
- Holistic Financial Planning
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $200+/mo
- AUM: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
