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Shawn O. Higley CPFA, CRPC, NQPA, CTFA, AIF

5150 S Landing Drive Suite 2B - 209
Portland, OR 97239

Phone:

503-747-8601

E-mail:

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Welcome to Higley Financial 

You’ve found a trusted resource — a coach, mentor, guide, and more importantly, a friend.
Please take full advantage of the tools, materials, and insights here. Everything is designed to educate, inform, and ultimately bring you clarity and comfort in complicated territory.

Our goal is to help you understand the potential rewards, recognize the risks, and take a proactive approach to your situation.
Awareness leads to wellness. Complex concepts become manageable when you have a process, a plan, and someone walking the road with you. People don’t plan to fail — they fail to plan. And sometimes the reverse is true: people plan endlessly and never take action. Often, you have to “work on the car while it’s moving.” When you only have one vehicle — the one that gets you to work — repairs must happen carefully and in motion. Over time you’ll have more flexibility, but it starts with action, not fear.

As the old Kung Fu Panda wisdom goes: “One often meets their destiny on the road they take to avoid it. Fear cannot be the baseline for your decisions. Ownership, effort, and doing the work create the understanding needed to move forward. I can’t do it for you, but I can certainly do it with you.

Our Two Core Messages

  1. There is tremendous value in working with a skilled fiduciary-minded professional.

  2. We bring that value to you, your spouse, your family, and your business as an educator, consultant, and partner.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Use this calculator to estimate how much income and savings you may need in retirement.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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