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Chad Duncan, MSFP

Financial planning for those looking to simplify their financial lives.

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Minimalist Financial Chad Duncan, MSFP
Newberg, Oregon

Serving Clients Nationwide

Financial planning for those looking to simplify their financial lives.

Areas of Focus

  • Budgeting
  • Buying a House
  • Coaching
  • Emergency Savings
  • Employee Benefits

About Me

Hi, I'm Chad Duncan. I created Minimalist Financialยฎ for those who want to simplify their financial lives. To have a person that understands their unique financial situation, to bounce questions off of, to provide a second opinion on your current plans, and to help make money less stressful.

I graduated with a B.A. in Finance from George Fox University, and went on to receive my Masters in Financial Planning from Golden Gate University. I did these to ensure that I could take complex financial topics and distill it into the most important things to actually consider.

Professional Designations

  • Master of Science in Financial Planning (MSFP)

Affiliations

  • AFCPE
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Newberg, Oregon, 97132

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an introductory meeting. We will get to know each other to ensure a mutual fit and discuss your goals and what you want to achieve with the planning relationship. I will also describe an overview of the process, pricing, and what to expect going forward if you choose to be my client.

Offers Investment Management

Yes

About our Firm

We assist those early in their careers to simplify their money and set their future up for success.

โœ… Spending Plan: We create a simple spending plan together that helps you become smarter with your money.

โœ… Retirement Plan: We create a plan that helps put you on the right track towards retirement. That way, you know you have a plan in place.

โœ… Investment Plan: We create a tailored investment allocation for your retirement accounts that align with achieving your goals.

โœ… Home Buying Plan: We help you plan on buying a home. We can help with what to look out for, ongoing costs, renovating, and more.

โœ… Goal Plan: We figure out your financial goals together and put a plan in place to achieve them. Whether that be a house purchase, car purchase, vacation, and everything in-between.

โœ… Financial Resource: We want to make sure that you are successful in achieving your goals and will be here to field questions and help you with life changes in the future.

Education

Golden Gate University, M.S. in Financial Planning | George Fox University, Bachelor's Degree, Finance | Portland Community College, Business Administration and Management, General

Badges

Hobbies and Interests

  • Golf
  • Traveling
  • Video Games

Who We Serve

  • College Graduates
  • DIY Investors
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen Y / Millennials
  • Gen Z
  • Newly Engaged / Newlywed
  • Young Families

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