A Registered Investment Advisor
(541) 678-5475

At Cascade Financial Strategies we provide fee-only Financial Planning and Investment Management. We offer tailored advice, matching client goals and needs, which can include Socially Responsible portfolios.

CFP® Certified Financial Planner
Who We Are - Cascade Financial Strategies

Who We Are

We offer FEE ONLY Financial Planning and Investment Management. Planning-based strategies and unbiased advice are aimed at addressing the financial obstacles encountered throughout a lifetime.

Resources - Cascade Financial Strategies

Resources

Useful resources including LPL login, financial calculators, website links, and FDIC Insurance information.

Process - Cascade Financial Strategies

Process

Our process involves more than investment management. The strategies we provide begin and end with Financial Planning. We never “sell” products . . . instead, we provide strategies.

Socially Responsible Investing

SRI - Socially Responsible Investing
USSIF - The Forum for Sustainable and Responsible Investment

Socially Responsible Investing (SRI) is an investment strategy that analyzes investments on their social merits in addition to their return and economic merits. Our blog, SRIbend.com, is dedicated to publishing educational information on this investment strategy. CFS is the only firm in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. CFS is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living. Jack’s introduction to SRI stemmed from conversations with his children. As they grew they began asking him questions about where some of the products they used as a family came from (chocolate, coffee, etc.).  Ryan’s passion for SRI grew out of his personal values. While he was part of PIMCO’s Foundations and Endowments team he saw the demand for SRI increase as more not-for-profits moved toward aligning their portfolio with their organization’s mission.

Check out our Blog for the latest articles.

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PNW stocks for the Outdoor Enthusiast

There are many ways to evaluate a company’s value as an investor. Rather than utilizing technical or even fundamental measures such as P/E ratios or 50 day moving averages, I decided to choose criteria that might be of interest to those who are passionate about the... read more

Lessons from MLK and the Influence of our Dollars

(I am proud to introduce my 23 year old son Caleb as the guest blogger of this post! I love his reflections on how the methods of Dr. Martin Luther King Jr. during the Civil Rights Movement can be applied to responsible investment issues.) There isn’t a day that... read more

SRI and Human Trafficking Awareness Day

Justice issues are the reason I began researching Socially Responsible Investing. Our first blog (ChocolateLikeGold) describes how my family became aware of the forced labor of children on the cocoa farms of West Africa. The topic of human trafficking is possibly the... read more

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Financial Planning, Investment Strategies, Socially Responsible Investing

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