Most financial planners are interested in

assets under management.

We help get your goals under management.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Investment advisory services are offered through WBH Financial Services, LLC (“WBH”) an investment advisor registered with the State of Oregon.  Such services are only provided where WBH is properly registered or exempt from registration and after clients have entered into an Investment Advisory Agreement confirming the terms of the advisor client engagement and have been provided a copy of WBH’s ADV Part 2A brochure document.” 
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Brent speaks onBudgeting

How can you get past living paycheck to paycheck?

This discussion recaps budgeting 101, the elements of a sound budget plan, and progresses to budgeting 201. 
We will:

  • Identify what cash flow smoothing is and how to use it to your advantage.
  • Develop a system to help you prioritize expenditures, manage debt and pay for your next vacation.  
  • By meeting’s end you will learn how to move from living paycheck to paycheck every month to saving for retirement, a new car or home or the next vacation.


Call today to schedule Brent to speak to your group.
In the Portland Metro:  503 699-9200
or Toll Free at:  888 699-9201


The WBH Spending Plan helps you sort out all the costs of living. This downloadable Excel spread sheet includes all the equations so that it automatically calculates your income and expenses and summarizes them in the terms you and your tax preparer will both understand. Click here to download your copy.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services.  Therefore, access to this site is intended for and limited to individuals residing in states in which the principal and/or registered employees of WBH Financial Services are FINRA or SEC registered or exempt.  The principal and/or some employees of WBH Financial Services are Registered Representatives and/or Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states.  This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.  Content copyright 2014 WBH Financial Services.  All rights reserved.  Goals Under Management is a trademark of WBH Financial Services

Most financial planners are interested in

assets under management.

We help get your goals under management.