Our Process
WHAT WE DO
My goal is to help clients to achieve happier, wealthier, and more successful financial lives. I start by working with every client by helping them answer the four most important financial questions:
1) What rate of return do you need to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last until life expectancy?
2) How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and have your money last until life expectancy?
3) Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until life expectancy?
4) If you don't do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to life expectancy?
Whether you are saving for a child's education, building your dream retirement, managing your company's surplus cash or providing for your heirs, Kate can team with you to reach your financial goals.
Our History
Years of experience have prepared us to guide you through your life transitions.