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What's Happening At Resource



We're teaming up with KGW for The Great Toy Drive!


 The KGW Great Toy Drive takes place now through December 14th. The goal is to collect toys for less fortunate families in Oregon and SW Washington.

 If you’re in the neighborhood or scheduled for a meeting with us and would like to participate, please stop by our office and place a new, unwrapped toy in the collection bin in our lobby.

 Thank you and best wishes for a happy holiday season!




Resource Financial Planning celebrates 35 years of service to the community!


On Saturday, October 7, 2017, from 7pm to 9pm, Resource Financial Planning celebrated our 35th Anniversary with an awe-inspiring movie at OMSI’s Empirical Theater.  The turnout was marvelous for this joyous occasion. 

Light hors d’oeuvres and drinks were served before the movie while clients mingled with each other and their advisors. After all had moved into the theater, the advisors officially thanked clients for their long tenure with the firm.  The highlight of the evening was a private screening of the film, Dream Big. With its inspiring stories of human grit and aspiration, and extraordinary visuals for the world’s largest screens, Dream Big revealed the compassion and creativity that drives engineers to create better lives for people and a more sustainable future for us all.


After the movie, there was a sampling of desserts and lively conversation. We were gratified that so many clients were able to enjoy this festive occasion with us.  We love showing our appreciation to our long-time and new clients, and look forward to continuing to serve our community for many years to come.