Hillsboro, Oregon · Portland metro
Money questions, answered in plain English.
Most of us were never taught how any of this works. I’m a licensed insurance agent in Hillsboro, and I start by explaining — not selling.
A conversation — not a consultation, not a review, and nothing to sign.
Start here
Three questions people ask me most. Reading them obligates you to nothing.
I don’t know anything about investing — where do I start?
The order most people build financial stability in, and why the first steps aren’t investments at all.
How to plan for your family’s future financially
A plain-English framework for figuring out what your household would need if life changed suddenly.
How much money do I need to stop working?
How to turn a vague number into an arithmetic problem you can actually check.
How I work
The first meeting is questions only. I ask what you’re worried about, who depends on your income, and what would change next month if something happened. You ask me anything you want, as many times as you need.
There is nothing to sign, no cost, and no obligation. If the honest answer is that you don’t need to do anything right now, that is a fine outcome and I’ll say so.
I’d rather you understand your own situation than hold something you can’t explain to your spouse.
Who I work with
Young families
One income, two incomes, a mortgage, a new baby — and a lot of questions nobody has time to research.
People nearing retirement
You saved for decades. Now the question changes from how much do I have to how does this turn into a paycheck.
Small business owners
Your household and your business finances are tangled together, and nobody has ever untangled them out loud with you.
Families new to the US financial system
401(k)s, credit scores, and estate rules that assume things about you that may not be true. We start from zero, without embarrassment.
Ready when you are.
Twenty minutes, questions welcome, nothing to sign.
This page is educational only. Radhika Devarakonda is a licensed insurance agent and does not provide tax, legal, or investment advice. Please consult your own CPA or attorney about your specific situation.