Kathleen
As a financial advisor for professional women, Kathleen Connors has a passion for serving the unique needs of women and their families. She has a heart to serve those who’ve been underserved by traditional financial firms. She relates to women who take the lead in their household financial decision making. This could be professional women who are single or part of a couple, with or without kids, in biological or found families.
Kathleen Connors understands that women want to work with a financial advisor they can relate to. Her clients find her to be an adviser who is both knowledgeable and empathetic. She is able to explain complicated financial planning concepts in plain English. She takes the time to educate her clients to build their confidence. Knowledge is the best antidote to our fears.
Kathleen focuses on your unique life goals. She is passionate about helping professional women 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 James Brewer and Envision Wealth Planning. That fit includes sharing core values- honesty, transparency, and the very deepest commitment to putting the client’s needs before that of the firm or any of its advisors’. The latter core value is legally known as fiduciary.
Acting as a financial planning and investment fiduciary, she has no pressure to “make a sale”. This allows Kathleen to focus her talents on tailoring “solutions” for her clients. The unique fee structure at Envision Wealth Planning, based on complexity and income rather than investments already in hand, makes Envision’s certified financial planning 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: (505) 308-7427
kc@envisionwealth.us
