Who We Love to Help

As a woman in a very male-dominated industry, I have a passion for connecting with other women in male-dominated industries, such as engineering, architecture, construction, software development, tech, and high-finance. Similarly, our team finds a lot of joy in serving women-led households and businesses, the LGBTQIA+ community, and other traditionally marginalized communities. Why? Because we believe that ALL people deserve to have a financial advisor and partner that makes them feel welcome, someone that they can be themselves with, and of course, someone that they can fully trust to look out for their best interest.

We primarily work with two types of clients:

  • Mid-career professionals and families looking to get their financial planning “house in order” (foundational planning)
  • Professionals 10 years out from retirement or less, who desire professional guidance in maximizing their income, assets, and legacy throughout their lifetime (retirement and legacy planning)
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Clients We Love

Our favorite clients are driven, caring, and open-minded. They are often influential in their industry, community, and family. They typically have collected a lot of ‘statements’ over the years, but they don’t yet have an all-encompassing plan. They have a lot of foundational knowledge around finances and are good with their money day to day, but they are relieved by the idea of delegating the big stuff to an expert that they can trust so that they can enjoy life today knowing that the rest is taken care of and their future is well-planned.

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Abundance Mentality

We understand that we may not be the perfect fit for every individual, household, and business that we are referred to, as nobody can be everything to everyone. However, we strongly believe everyone should have a financial plan and a trusted advisor. We work hard to maintain relationships with financial advisors across Oregon and the country, so that, in the event our team is not the right fit for someone, we can personally introduce them to whichever advisor(s) would be the best fit for their needs and preferences.

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Our Approach To Planning

As a CERTIFIED FINANCIAL PLANNER™ professional, I serve our clients by providing advice based solely on our clients’ best interest. Our team is dedicated to being experts in the field thru constantly elevating our education and staying on top of new ideas.

Our style of comprehensive financial planning accounts for:

  • Risk Mitigation (Insurance)
  • Portfolio Optimization (Investments)
  • Monte Carlo Simulations (Stress-tests it for success).

Planning In Action

To us, a perfect plan helps you balance living life today, with being well-prepared for the future. And most importantly, it ensures that you never run out of money, regardless of what life throws your way – whether it’s volatile markets, unexpected expenses, premature death or disability, large health expenses later in life, inflation, living until age 110, or whatever else is keeping you up at night.

What truly sets us apart is that we accomplish all this with compassion, and by collaborating with you to develop a strategic plan that aligns with your values, goals, and unique circumstances. And the best part? We have some fun while we’re at it!

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Let’s Get Started

Are you ready to get started? Here is a snapshot of next steps:

  1. Schedule an initial meeting with Kara
  2. We’ll get to know you, like really get to know YOU -- your feelings around money, your family dynamics, your most important goals, hopes, and dreams, and lastly, your finances
  3. We will analyze and test your current scenario, collaborate with you to design a meaningful plan, and partner with you to put that plan into action
  4. We’ll stay in touch, year after year, to help keep you on track, and make adjustments as life inevitably changes