Fee-Only Financial Planner for Working Professionals in Portland, OR
You’ve worked hard to earn it. Now let’s make sure it’s actually working for you.
I'm Chris, a financial planner who kept the firm small so my clients don't get lost in it.
Cascara is one person by design. There's no service team to route you through, no junior advisor to hand you off to, and no parent company deciding what I'm allowed to recommend. When you call, you're calling the person who built your plan and can tell you why every piece of it is there.
I'm fee-only and a fiduciary, which means I don't sell products and I don't earn commissions. You'll always know who you're talking to and what my reasoning was.
Based in Lake Oswego, 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.