Red Sky Financial Planning, LLC

Red Sky Financial Planning, LLC is a financial planner in Wilsonville, Oregon, serving individuals and families with comprehensive financial planning, investment management, and tax services. The firm operates as a fee-only, independent registered investment advisory firm, providing tailored advice that aligns with each client’s unique goals and circumstances. Clients are supported from offices in Wilsonville and Bend, Oregon, with services including retirement planning, estate planning, tax planning, risk management, college savings, and guidance on employee stock options. The firm emphasizes transparency, fiduciary duty, and accessibility, with no minimum income, asset, or net worth requirements.

The firm is led by Craig Nelson, a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA), who brings a diverse background in military service, corporate accounting at Intel and Nike, and financial advisory. His experience in finance, project management, and tax planning informs a client-centered approach that emphasizes long-term financial independence. Red Sky Financial Planning uses a fixed annual fee model, which includes financial planning, portfolio management, and tax services, with fees based on the complexity of the client’s situation. The firm’s process is ongoing, designed to evolve with clients’ needs and behaviors over time.

Red Sky Financial Planning is located on SW Town Center Loop E, a short distance from the Wilsonville Post Office, The UPS Store, and Clackamas Community College, Wilsonville. The office sits near Southwest Canyon Creek Road and is within a quarter-mile of the Oregon Korean War Memorial.

The firm holds a strong local reputation, reflected in consistently high customer ratings and a large base of reviews. Its standing is built on a track record of client satisfaction, transparency, and long-term relationships grounded in fiduciary responsibility and comprehensive service. Clients value the firm’s accessible, personalized approach and the integration of tax and investment planning under a single fee structure. Red Sky Financial Planning stands as a trusted resource for financial independence in Wilsonville.