Our Story

father and daughter duo

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.

The Meaning of Portage

We understand that managing the complexities of financial planning can often feel like traversing a challenging watercourse. Just as a portage in the wilderness involves careful planning and skilled guidance to carry you through the woods, we strive to help you smoothly transition through various stages of your financial journey. Whether you are aiming for a secure retirement, planning for your children's education, or seeking to grow and protect your wealth, we are here to offer personalized advice and strategies tailored to your distinct needs.

Our team prioritizes understanding your individual goals and crafting a comprehensive plan that adapts as your life evolves. At Next Portage Financial, we believe that financial freedom is not just about reaching a destination, but also about enjoying the journey. Schedule a complimentary introductory meeting with one of our advisors to get started on your journey today.

What You Can Expect from Us

Flexibility

Gone are the days of being limited to office meetings during business hours. With virtual meetings, we offer a wide range of availability, allowing you to meet from the comfort of your home.

Approachability

We strive for every client to feel comfortable and valued in our discussions. We actively listen and speak in clear terms, fostering a welcoming and supportive environment.

Quality Service

We prioritize responsiveness, ensuring timely and effective communication to address your financial needs and questions. Through one-on-one meetings, we are committed to getting to know you and your story.