Our Story

Be Informed. Be Smart. Be Sure.
Cascade Coaching & Consulting has developed a team of professionals with a broad base of credentials and decades of experience to assist our clients build smart and sustainable growth businesses.
email us: info@cascade-coaching.com
5656 Hood Street | Suite 104 West Linn, Oregon 97068
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Our Process & Services

Each of our Coaches provides deep-dive one on one business Coaching and Consulting to owners of independent financial planning and wealth advisory businesses. We have a proven process with a track record of results!

The Five Pillars of our Strategic Framework

01

It All Begins With You

Who are you as a person? What are your top 5 personal values? What principles and beliefs do you hold most strongly?

02

Thinking & Behaving Like an Owner & CEO

What Business Are You Really In? Owner Role - Executive Leader Role

03

Long Range Strategic Plan

Vision (Clear, Compelling, Complete, Shared), Metrics That Matter, Sound Game Plan

04

Organizational Effectiveness

Organizational Clarity – Org Chart & Strategic, Hiring Plan, Position Descriptions & Results Statements, Business Systematization, People Development, Team Communication Plan

05

Infusion

Bringing the right amount quality and expertise your business needs to succeed

Organizational Effectiveness

Organizational Structure, Role Clarity, Business Systems & Processes, Team Communication Plan, People Development

Business Systemization

Developing systematized, repeatable systems and processes with which to run the business.

Associate Advisor Development

We have experienced specialists to assist in developing more capable and productive client facing Advisors on your team.

Team Development

Coaching to evolve the business to a “Single Enterprise, Fully Integrated Business Model”

Entity Planning

Coaching to guide owners why they should consider the use of an entity, when to consider implementation and how to pursue the professionals who can assist.

Succession Planning

Coaching to assist the business owner in implementing the succession plan that serves your clients interests and meets your business and personal needs.

Part Time COO

Two of our experienced executive leaders are available on a contract basis to play a part time executive leader role (COO) in your organization.

Foundation - It All Begins with You

Who are you as a person? What are your top 5 personal values? What principles and beliefs do you hold most strongly?

Unwavering Focus

We do not blink – our commitment is to your success –however you define it!

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Unique Approach

Team of professionals with broad experiences helps provide greater perspective.

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Man On Beach

Individual Attention

Highly responsive team considers advisor requests as our personal mission.

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