Miriam Whiteley, Cfp®, Rlp®, Ceft® Email and Phone Number
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.
-
Owner, Financial PlannerLifecraft Financial Planning Jan 2021 - PresentEugene, Oregon, UsAt 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 https://www.LifeCraftFP.com
-
Financial AdvisorRoehl & Yi Investment Advisors, Llc Jan 2016 - Dec 2020Eugene, Oregon, Us -
Personal Financial Manager For FamilyThe Mckenna Family Jul 1987 - Feb 2017Managing the financial and health care details of my parents’ lives enhanced my understanding of the challenges older people face in planning for an uncertain future. Tasks and experiences included recordkeeping and bill paying as well as coordination with financial, legal, and tax professionals and health care providers.
-
Class TeacherWaldorf School Of Orange County Jun 2004 - Jun 2014Demonstrating my capacity to design, implement and monitor programs, as a teacher I created original lessons plans and taught core academic subjects in grades 1-8. I met and exceeded student learning objectives in ten years of teaching. In addition to teaching responsibilities, I guided this private school through dual accreditation (WASC/AWSNA).
-
AdministratorWaldorf School Of Orange County Aug 2002 - Jun 2004Responsible for implementing the operational side of decisions made by the Board of Trustees and College of Teachers, I developed and managed complex projects. I synthesized, established and wrote the Employee Handbook and Governance Manual for this private school, and facilitated and wrote the Self Study for the school’s full membership in its national organization.
-
Project Coordinator To Administrative DirectorDial One International And Regional Jun 1982 - Apr 1986Present at the inception of this start-up franchise company, I developed and implemented market surveys and wrote training materials for numerous programs. I designed and implemented the employee evaluation program.
Miriam Whiteley, Cfp®, Rlp®, Ceft® Skills
Miriam Whiteley, Cfp®, Rlp®, Ceft® Education Details
-
College For Financial PlanningFinancial Planning And Services -
Portland Community CollegeGerontology Program
-
Rudolf Steiner CollegeWaldorf/Steiner Teacher Education
-
California State University, Long BeachBusiness Administration: Finance
Frequently Asked Questions about Miriam Whiteley, Cfp®, Rlp®, Ceft®
What company does Miriam Whiteley, Cfp®, Rlp®, Ceft® work for?
Miriam Whiteley, Cfp®, Rlp®, Ceft® works for Lifecraft Financial Planning
What is Miriam Whiteley, Cfp®, Rlp®, Ceft®'s role at the current company?
Miriam Whiteley, Cfp®, Rlp®, Ceft®'s current role is Financial Planner, Owner of LifeCraft Financial Planning.
What schools did Miriam Whiteley, Cfp®, Rlp®, Ceft® attend?
Miriam Whiteley, Cfp®, Rlp®, Ceft® attended College For Financial Planning, Portland Community College, Rudolf Steiner College, California State University, Long Beach.
What are some of Miriam Whiteley, Cfp®, Rlp®, Ceft®'s interests?
Miriam Whiteley, Cfp®, Rlp®, Ceft® has interest in Social Services.
What skills is Miriam Whiteley, Cfp®, Rlp®, Ceft® known for?
Miriam Whiteley, Cfp®, Rlp®, Ceft® has skills like Communicate Effectively, Perceive And Discern Situations, Develop Rapport, Grasp The Big Picture, Identify Problems, Discover Resources, Imagine Alternatives, Coordinate Tasks, Creative Problem Solver, Resourceful Teacher, Support Relationships, Accept Responsibility.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial