You’ve worked hard to earn it. Now let’s make sure it’s actually working for you.
I work with individuals and couples in their 30s and 40s who are earning well, thinking ahead, and tired of feeling like their finances haven’t caught up with their income.
As a fee-only fiduciary, I don’t sell products or earn commissions. Every recommendation I make is built around your situation - your goals, your income your equity comp, you tax picture - not a quota.
Based in Portland, Oregon. Working virtually across the US.
Services
From choosing the right 401(k) investments to managing cash flow, planning for retirement, or setting up a 529 for your child’s future, I help simplify the decisions that feel overwhelming. Together, we’ll organize the moving pieces, create a plan you can trust, and help you feel confident about what comes next.
Ongoing Holistic Planning
For individuals and families who want clarity, structure, and confidence in their financial lives. This is a long-term planning relationship— not a one-time plan and not product-driven advice.
Hourly Project Planning
Focused financial planning support for a specific decision, transition, or question— without an ongoing engagement.
Asset Management
For clients who want support implementing and maintaining their investment strategy, Cascara offers asset management as part of a broader planning relationship.
About Chris
I built Cascara as a solo financial planning practice so every client relationship stays personal and consistent. When we work together, you always know who you’re talking to—and why the advice fits your life.