Who We Serve

We work with a wide range of clients at different stages of life and career. The examples below highlight some of the most common situations we help people navigate, but our approach is always tailored to your unique goals.


Young Professional
Young Professionals
Common Identifiers
  • ✔ You are just starting your career and building independence
  • ✔ You are 2 to 10 years into your career, building good financial habits
  • ✔ You have switched jobs and have questions about your new financial benefits
Common Questions
  • ? How much should I contribute to my retirement accounts?
  • ? Should I prioritize paying student loans or focus on saving?
  • ? Is it worth investing beyond just retirement accounts?
Growing Family
Growing Families
Common Identifiers
  • ✔ You recently got married or moved in together
  • ✔ You are expecting a child or navigating life with your new baby
  • ✔ You and your partner are ready to set and work toward shared financial goals
Common Questions
  • ? How do we adjust our budget now that our finances are shared?
  • ? How should we start saving and planning for our children’s future?
  • ? Do we need life insurance or should we consider estate planning?
Business Owner
Small Business Owners
Common Identifiers
  • ✔ You are self-employed or run a small business
  • ✔ You have a side hustle that is beginning to grow steadily
  • ✔ You want your business and personal finances working together on your goals
Common Questions
  • ? Which retirement plan options make sense for my business?
  • ? How do I balance cash flow between my business and personal goals?
  • ? How can I build a financial plan if most wealth is tied to my business?

Our Story

As a father-daughter duo, Dave and Tristen have taken many camping, paddling, and fishing trips together throughout the years. While each of their trips looked a little different, common themes were the portages and journeys through the woods that they took to arrive at their destinations. As with any successful adventure, they planned and prepared for all of the points along their treks in order to experience some truly breathtaking and tranquil parts of nature.


Today, Dave and Tristen still share their love for the outdoors but have shifted their meaning of portage from the woods to personal finance. Together, they assist clients with planning and executing their financial journeys. After all, there is always a next portage to be thinking about.

father and daughter duo

Our Mission

Our mission is to help our clients navigate their next financial portages by providing personalized guidance, financial expertise, and unwavering support. We aspire to build lasting relationships based on trust, transparency, and exceptional service.

Our Values

Our firm is founded upon three main principles, with our clients at the center of everything we do.

Transparency

We prioritize clear communication about fees, investment strategies, and potential risks and rewards. The comprehensive information we provide gives our clients the opportunities to make well-informed decisions.

Client-Centricity

We prioritize the unique goals and needs of each client, staying true to our fiduciary responsibilities. We strive to create a client-first experience and make recommendations with the client’s best interests at heart.

Integrity

Honesty and consistency are at the forefront of all our client interactions. Building trust is equally important to us. We are committed to maintaining high ethical standards and fostering long-term relationships.