Kara Smith - The Dragoo Financial Group

Kara Smith - The Dragoo Financial Group Comprehensive, Collaborative, and Compassionate Financial Planning.

The S&P 500 moved lower for the fifth consecutive week amid rising geopolitical uncertainty. Even so, the market continu...
03/31/2026

The S&P 500 moved lower for the fifth consecutive week amid rising geopolitical uncertainty. Even so, the market continued to exhibit signs of broadening as Small- and Mid-Cap stocks outshined their Large-Cap counterparts. http://spr.ly/6180B6lOIQ

Most people don’t need more complexity.They need a plan that helps them live fully again. 🌱I’ve spent my entire career h...
03/28/2026

Most people don’t need more complexity.
They need a plan that helps them live fully again. 🌱

I’ve spent my entire career helping people move past fear, quiet the noise, and build plans rooted in what actually matters, clarity, confidence, and a life that feels good to wake up to.

Goal-based planning isn’t about restriction. It’s about possibility. It’s about turning “someday” into something you can actually experience along the way.

If you’re ready for a plan that supports the life you want to live, I’d love to start the conversation.

Spring isn’t just for cleaning out closets, it’s a great time to reset your finances too. 🌷A quick review of subscriptio...
03/26/2026

Spring isn’t just for cleaning out closets, it’s a great time to reset your finances too. 🌷

A quick review of subscriptions, accounts, and automatic transfers can help you spot what’s no longer serving you and make space for what actually matters. Small adjustments now can create more clarity and confidence all year long. 👏

If you want help reviewing your financial setup this season, I’m always happy to take a look with you.

The Fed opted to hold rates steady last week amid the conflicting forces of inflationary pressure and a stalling labor m...
03/24/2026

The Fed opted to hold rates steady last week amid the conflicting forces of inflationary pressure and a stalling labor market. Northwestern Mutual Wealth Management CIO Brent Schutte dives into the latest economic developments. http://spr.ly/6189B6wlvf

No one loves paying more taxes than they need to, especially in retirement.The truth is, most tax surprises don’t happen...
03/24/2026

No one loves paying more taxes than they need to, especially in retirement.

The truth is, most tax surprises don’t happen because someone made a bad decision, they happen because no one helped them think through the timing, ahead of time. When you look at your income, investments, Social Security, and withdrawals together, small planning choices can make a big difference over time. ⌛️

This is also why working with a CFP® professional can be so valuable, retirement planning isn’t just about one account or one decision, it’s about how everything fits together.

A thoughtful plan helps you use what you’ve built with more clarity and confidence. 🤝

03/21/2026

Happy first day of spring 🌸

Longer days, brighter mornings, and a season that always feels like a fresh start.

What’s one thing you’re looking forward to this spring?

March always brings more conversations about taxes, and it’s a good time to zoom out.Being a CFP® professional means I l...
03/19/2026

March always brings more conversations about taxes, and it’s a good time to zoom out.

Being a CFP® professional means I look beyond one decision or one season. Taxes are important, but they’re just one piece of a much bigger plan that includes your goals, your timeline, and the life you’re building.

If you’re looking for guidance that connects the dots instead of focusing on just one area, that’s exactly what I’m here for.

The continued amplification of the conflict in the Middle East has created heightened uncertainty in financial markets. ...
03/17/2026

The continued amplification of the conflict in the Middle East has created heightened uncertainty in financial markets. Northwestern Mutual Wealth Management CIO Brent Schutte breaks down the delicate balance the Fed faces at its next meeting as it attempts to address stubborn inflation and increased labor weakness. http://spr.ly/6180B6ulWO

A financial plan that only focuses on numbers can miss what matters most — YOU. Your values, your goals, and the life yo...
03/16/2026

A financial plan that only focuses on numbers can miss what matters most — YOU. Your values, your goals, and the life you actually want to live. 🙌

The strongest plans grow with you. They help you enjoy today while still building security for tomorrow, and they reflect your priorities, not someone else’s rules of thumb.

My approach has always been about understanding you first, then building a strategy that supports your life, your timeline, and your vision for the future. 🌟

If you’re ready for a plan that feels thoughtful, personal, and aligned with what matters most to you, I’d love to connect. Reach out anytime to start the conversation. 💬

Financial planning is rarely just one thing.→ It’s understanding your cash flow, not just your portfolio.→ It’s planning...
03/13/2026

Financial planning is rarely just one thing.

→ It’s understanding your cash flow, not just your portfolio.
→ It’s planning for today while preparing for what’s next.
→ It’s thoughtful tax strategy, insurance reviews, and estate planning — all working together.

At Dragoo Financial Group, we look at the full picture, because real planning supports your life, not just your numbers. 🌟 If you’re ready for a plan that actually fits your life, let’s chat.

03/11/2026

Financial planning is rarely just one thing.

→ It’s understanding your cash flow, not just your portfolio.
→ It’s planning for today while preparing for what’s next.
→ It’s thoughtful tax strategy, insurance reviews, and estate planning — all working together.

We look at the full picture, because real planning supports your life, not just your numbers. 🌟 If you’re ready for a plan that actually fits your life, let’s chat.

Recent geopolitical turmoil has further complicated the Fed’s dual mandate of providing maximum employment while taming ...
03/10/2026

Recent geopolitical turmoil has further complicated the Fed’s dual mandate of providing maximum employment while taming inflation. Northwestern Mutual Wealth Management CIO officer Brent Schutte breaks down the Fed’s delicate balance and how a diversified portfolio can help combat volatility. http://spr.ly/6185B6EjEh

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550 NW Franklin Avenue Ste 258
Bend, OR
97703

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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Our Story

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. In her first year with Northwestern Mutual, she was recognized in the top 1% of her national peer group and has subsequently been awarded “Best Year Ever” every year since. 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.

When not at an industry conference or networking with fellow professionals, you will find Kara enjoying outdoor activities like kayaking, hiking, and floating the river; as well as sampling local selections of beer and wine. In addition, she is highly involved in several community organizations, including the Central Oregon Estate Planning Council, FemCity of Bend, and Camp Fire Central Oregon. Kara also has a passion for educating and inspiring others through public speaking. You may have seen her speak at Celebrate + Elevate last spring, as one of two keynote speakers. Kara is excited to lead the session “Things You Should Have Learned in College: Financial Success 101” at the upcoming 2019 Bend YP Summit.

“My mission is to inspire others to dream courageously and live with purpose.”