Miriam Whiteley
Financial Planner, Owner of LifeCraft Financial Planning
- Role
- Owner, Financial Planner at Lifecraft Financial Planning
- Location
- Eugene, OR, US
- LinkedIn followers
- 500 followers
About Miriam Whiteley
I established LifeCraft Financial Planning to help people nearing or in retirement create and sustain financial autonomy and security as they age. When my clients work with me, they know I’m their partner and advocate for financial well-being. This is the part of their lives they’ve worked so hard for and I’m here to listen to them and work with them to navigate long life with confidence and clarity.My inspiration came from life experience as the caretaker of older parents, and earlier as a teacher. In both cases, I observed how much better life is when you prepare for inevitable changes that come with growth and aging. That’s why I help my clients make clear decisions now so they can experience ideal aging instead of being burdened by the long-term costs of bad decisions and missed opportunities.In college, I earned my degree in Business/Finance because I noticed the power money had in people’s lives. Money could be an instrument for good to have the life you really want without financial worry. Or, when ignored, it can be a source of stress and deep regrets. I felt called to play a role in empowering people by being a source of practical financial knowledge and great financial outcomes.
Experience
Owner, Financial Planner
Jan 2021 — Present · Eugene, OR, US
At LifeCraft Financial Planning, we offer a compassionate problem-solving approach to help you envision and plan for life’s best possibilities. When you work with us, we walk side by side with you, to help you live with ease because you’ve aligned your values with your financial life and you’re accomplishing your goals. The only way to do financial planning to achieve these results is by offering advice that is unique to you and is always in your best interest. We are transparent in the way we understand our fiduciary duty: we are paid a preset price that is all inclusive based on your assets, your income and the complexity of your situation.Together, we help you master your financial life and legacy. Don’t spend what should be the best years of your life trying to recover from the consequences of missed financial opportunities or loss of decision-making autonomy. We help you prepare now for the inevitable transitions that come with aging so you can enjoy the life and secure the legacy you’ve worked so hard to build.Learn more at
Education
Portland Community College
Certificate, End of Life Care and Support Certificate, Gerontology Program
2014 — 2015
College for Financial Planning
Accelerated Certified Financial Planner Certification, Financial Planning and Services
2015 — 2015
Rudolf Steiner College
Teaching Certificate, Waldorf/Steiner Teacher Education
2001 — 2003
California State University, Long Beach
Bachelor’s Degree, Business Administration: Finance
1988 — 1991
Skills
- • Grasp the Big Picture
- • Perceive and Discern Situations
- • Diligent
- • Handle Details
- Leadership
- • Communicate Effectively
- • Accept Responsibility
- Investments
- • Develop Rapport
- • Coordinate Tasks
- Finance
- • Imagine Alternatives
- • Make Decisions
- • Discover Resources
- • Identify Problems
- Management
- • Resourceful Teacher
- • Support Relationships
- • Results with Integrity
- • Creative Problem Solver
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