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“THE MOST DIFFICULT THING IS THE DECISION TO ACT, THE REST IS MERELY TENACITY.” – AMELIA EARHART
UNBIASED, HOLISTIC FINANCIAL PLANS
In my practice, I prioritize a comprehensive understanding of every aspect of your financial situation before making any recommendations. Drawing from both personal experience and over two decades in the financial industry, I’ve come to recognize that financial planning can vary significantly in its approach and execution. Unfortunately, not all advisors prioritize the client’s needs over their own compensation or their firm’s interests, potentially leading to biased recommendations.
My commitment lies in providing unbiased, holistic financial planning tailored specifically to your needs and goals.
A Good Financial Advisor is like a Four Leaf Clover,
Hard to Find and Lucky to Have
We recognize that each individual has unique planning needs. That’s why we offer a personalized approach tailored to your specific concerns and requirements. Our integrated financial planning and investment management services are designed to meet you where you are, understand your needs thoroughly, and collaborate with you to prioritize your goals. Then, we guide you through the services we believe are essential for your financial well-being.
CERTIFICATIONS
Kathleen is a member of the Financial Planning Association, as well as a member of the Academy of Special Needs Planners and a Chartered Special Needs Consultant.
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Put our expertise at work for you.
