Kathleen-Nemetz

IF YOU EVER WONDER WHY TO PLAN, THINK ABOUT TAKING OFF IN A PLANE…WITH NO FLIGHT PLAN OR DESTINATION IN MIND.  AT SOME POINT, YOU’D RUN OUT OF FUEL , AND RISK A HARD LANDING.

NO ONE WANTS THAT. SO TAKE CONTROL.  MAKE DELIBERATE DECISIONS ABOUT HOW TO SPEND, SAVE AND INVEST.  AS A CERTIFIED FINANCIAL PLANNER ™ PRACTITIONER,  I HELP MY CLIENTS MAKE THEIR DREAMS REAL DESTINATIONS.  FIRMER PLANS MAKE FOR SOFTER LANDINGS, WHETHER YOU ARE SINGLE, IN A LONG-TERM MARRIAGE OR RELATIONSHIP, OR TRANSITIONING TO SINGLE LIFE.  CALL ME, LET’S TALK.

Ask yourself what really matters.  My clients are looking for:

--steady direction in face of market noise and headwinds;

--clear sighted orientation toward milestones;

--mapping and capable analysis to aid them in life's transitions;

--planning capabilities, to discern potential outcomes and alternate scenarios, no matter what the future brings.

Having an investments manager grounded in financial planning disciplines helps clients find the best fit for their goals and investments. Talk to me today.