Kathleen
Kathleen Connors has a passion for serving women and their families, particularly those underserved by traditional financial services firms. She relates to women who take the lead in their household financial decision making, whether they are single or part of a couple, with or without kids, in biological or found families.
Kathleen Connors has a passion for serving women and their families, particularly those underserved by traditional financial services firms. She can relate to women who take the lead in their household financial decision-making, whether they are single or part of a couple, with or without kids, in biological or found families. She believes and understands that women want to work with a financial advisor they can relate to.
As aligned with Envision Wealth Planning, Kathleen focuses on one’s unique life goals and takes the time to educate the people she works with.
Her clients find her to be an adviser who is both knowledgeable and able to explain complicated financial planning concepts in plain English.
Knowledge is the best antidote to our fears. That is why Kathleen is passionate about helping her clients reach clarity and confidence around their finances and no matter where one is in their life’s journey. She brings warmth and compassion to the financial planning process, with no judgments.
Through managing her own family’s savings plan, Kathleen developed an interest in financial planning. She soon found her fit with Envision Wealth Planning, as a firm that shares her core customer service values: honesty, transparency, and the very deepest commitment to putting the client’s needs before that of the firm or any of its advisors’.
In a company where there is no pressure to “make a sale,” Kathleen can focus on tailoring “solutions” for her clients. The unique fee structure at Envision Wealth Planning, based on income rather than investments already in hand, makes financial planning truly affordable.
Kathleen obtained a Bachelor’s degree in psychology and a minor in women’s studies from Cornell University, and a Master’s degree in public policy from Rutgers University. She has a breadth of experience in real estate, nonprofit fundraising and management, economic development, and small businesses. She is registered as a Financial Industry Regulatory Authority (FINRA) Series 65 Investment Adviser Representative.
Always seeking ways to enhance her ability to help her clients, Kathleen passed the Certified Financial Planner, CFP® Board Exam in November 2021 and is a Candidate for CFP® Certification.
Office: 312.448.1010
Direct: 505.560.0560
kc@envisionwealth.us
