Profile

Miriam Whiteley, CFP®

Owner,
LifeCraft Financial Planning

Contact Details

LifeCraft Financial Planning
4325 Commerce St Ste 111-411
Eugene, OR 97402
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Primary: (949) 287-1621
Mobile: (949) 287-1621

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Bio

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.

 As a CERTIFIED FINANCIAL PLANNER™ professional I had the technical skills to be a source of practical financial knowledge and great financial outcomes for my clients, and I wanted the same depth of expertise on the human side of money. I earned my RLP® with the Kinder Institute. Then I recognized that transition expertise matters because the stakes are high and the opportunities are real, so I became a CeFT®, a Certified Financial Transitionist.

Outside of work, my family is a wellspring of joy and I love to cook for them. My passion for the power of education, art, and music to bring us to states of awe and connection has moved from the classroom to my volunteer work. I serve on the Advisory Board of the Oregon Bach Festival and am a hospice volunteer and sing at the bedside with the Eugene Threshold Singers.

Professional Credentials/Designations

  • CFP®

Serving Clients Living In

  • OR

Engagements Offered

  • Limited/Project Retainers
  • One-Time Reviews
  • Open Retainers

Education-College/University

  • California State University
  • Long Beach

Education-Degree/Major

  • Business Administration, Finance concentration

Custodians Used

  • Schwab

DFA Advisor

  • Yes

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations

  • FPA
  • NAPFA
  • Other (please specify)

Other Associations

  • Financial Transitionist Institute/Sudden Money Institute (CeFT) & Kinder Institute (RLP)