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I’m here to support you! Especially during this tumultuous time. I’m offering free (virtual) mini-chats to anyone in our community that has financial concerns or would like guidance on how to make the most of the market pull back. No obligation, no fee, just trying to be a resource. Request a virtual mini-chat:

What products and/or services do you offer?

Kara offers comprehensive financial planning, which can include any of the following, depending on your goals & circumstances: retirement planning, investment services, wealth management, college savings, insurance planning, life insurance, disability insurance, long-term care insurance, cashflow management, debt management, business planning, estate planning, etc. Learn more by visiting her website:


Kara Smith is a native Central Oregonian, formerly from Prineville and now residing in Bend, who has turned her love of community into a passion for helping people obtain financial freedom and plan for their futures.


Kara is a licensed financial advisor who helps individuals, families, and business owners achieve financial security. Her goal is to help clients make sense of this complicated financial world, so that they can achieve their important financial goals, now and in the future. Kara operates a comprehensive financial planning practice, including retirement and education planning, as well as life, disability, and long-term care insurance planning. She is well-positioned to serve her clients, with a Bachelor’s in Economics from Willamette University’s College of Liberal Arts and an MBA with a finance emphasis from Willamette University’s Atkinson Graduate School of Management, graduating with honors.


“My mission is to inspire others to dream courageously and live with purpose.” – Kara L. Smith, MBA

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Working Hours

Now Open
  • Monday 8:00 AM - 5:00 PM
  • Tuesday 8:00 AM - 5:00 PM
  • Wednesday 8:00 AM - 5:00 PM
  • Thursday 8:00 AM - 5:00 PM
  • Friday 8:00 AM - 5:00 PM
  • Saturday Open all day
  • Sunday Open all day

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