Red Sky Financial Planning, LLC

Red Sky Financial Planning, LLC is a Financial Planner in Wilsonville, OR. The firm provides comprehensive financial planning, investment management, and tax services to motivated individuals and families seeking to reach and maintain financial independence. Clients are supported from offices in Wilsonville and Bend, Oregon. The firm holds a rating of 5.00 based on 290 reviews.

The firm operates as an independent, fee-only registered investment advisory firm. Craig Nelson, CFP®, CPA, serves as the founder and financial planner. He studied finance at Oregon State University and accounting at Portland State University. Craig is a former Army Officer and Iraq War Veteran. He gained industry experience as a financial advisor at Merrill Lynch. He then spent six years in corporate accounting at Intel and Nike, focusing on global technology transformation and process optimization projects. Craig left the corporate world in 2017 to pursue his passion for financial planning. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant, Craig has demonstrated expertise in the areas where he provides advice and guidance.

The firm takes a comprehensive approach to financial planning. Advice is tailored to each client’s unique situation and objectives. The engagement model is based on core beliefs that advisors should be fiduciaries, placing clients first and acting in their best interest. Fees are transparent, easy to understand, and aligned with the client’s interests. As a fee-only firm, clients do not experience commissions, sales charges, or hidden costs. Fees are agreed upon up-front in writing. The firm does not have minimum income, asset, or net worth requirements. Tax planning is a critical component of the service. The firm provides tax advisory and preparation services at no extra charge.

The firm provides advice and guidance in employee benefit optimization, college savings, retirement planning, tax planning, risk management, estate planning, employer stock options such as RSUs, ESPP, and ISOs, social security, debt management, major purchase planning, charitable giving, and healthcare cost planning. The firm offers portfolio management services for those who may not have the time, interest, or expertise to manage their own investment portfolio.

Red Sky Financial Planning maintains a strong local reputation, reflected in consistently high customer ratings. The firm has an established track record built on a large base of customer reviews. Red Sky Financial Planning, LLC delivers fiduciary financial planning and tax services to residents of Wilsonville, OR. The firm’s fee-only model and fixed annual fees align its interests with those of its clients.

The office is located on Southwest Town Center Loop East, near the Wilsonville Post Office and Clackamas Community College.

BizScoreAI awarded a technical score of 91 out of 100, ensuring the website is secure and readable by search engines. The firm also received a discoverability score of 75 out of 100, which allows AI crawlers to find every page of the site.