Cascara offers holistic financial planning, not just investment management. Instead of focusing only on portfolios, I look at your entire financial picture, cash flow, goals, values, decisions, and long-term direction, so your plan aligns with your real life. The result is less stress, more confidence, and a clear path forward.

Yes. As a fiduciary financial planner, I’m legally and ethically required to act in your best interest at all times. This means any advice I provide must be based solely on what’s best for you, not commissions, product sales, or outside incentives. A fiduciary standard requires transparency around fees, avoidance of conflicts of interest, and recommendations that support your goals, values, and long-term financial wellbeing.

No. You do not need a specific net worth to work with Cascara Financial Planning. Many clients come feeling overwhelmed or unsure if they’re “doing the right things” financially. If you’re seeking guidance, structure, and a long-term plan, you’re likely a good fit.

Our services are tailored to your needs and may include:

• Comprehensive financial planning

• Cash flow and spending guidance

• Investment management and asset allocation

• Retirement and long-term planning

• Education and college planning

• Decision support for major life events

Your financial plan evolves as your life changes.

We begin with an introductory call to understand your goals, challenges, and priorities. If we’re a good fit, we build a personalized financial plan and work together to implement and refine it over time. Ongoing planning ensures you stay aligned as life and markets change.

Yes. Investment management is available as part of a broader financial planning relationship. Your investments are designed to support your goals, not exist in isolation, so every strategy fits within your overall plan.

Cascara Financial Planning is a fee-based financial planning firm. Fees vary based on the scope of planning and whether investment management is included. All costs are discussed upfront with full transparency.

That’s common, and expected. Many clients come to us unsure where to start. Part of our role as your financial planner is helping you clarify priorities, identify upcoming decisions, and create a plan that brings confidence and direction.

You can schedule a no cost introductory call directly through our website. There’s no pressure, just a conversation to see if Cascara Financial Planning is the right fit for your needs.