Timberchase Financial® is a wealth management &
financial planning firm in Bend, Oregon, proudly
holding to a fiduciary standard.
Timberchase Financial® provides financial planning, tax planning, and investment
management for families who typically have a net worth of $2 million or more, on a fee-only basis.
Please let us know how we can help you!
Katie Lenz, CFP® is a partner and fee-only financial planner at Timberchase Financial in Bend. Katie is passionate about simplifying complex financial situations and helping clients find thoughtful, customized solutions that align with their goals and values.
Known for her approachable style and practical guidance, Katie enjoys building long-term relationships with clients and helping them feel more confident and organized in their financial lives.