Kathleen understands that you want to work with an adviser you can relate to and trust. She focuses on your unique life goals and takes the time to educate. Clients find her to be an adviser who is both knowledgeable and able to explain complicated concepts in plain English.
Knowledge is the best antidote to our fears. Kathleen is passionate about helping you reach clarity and confidence around your finances, no matter where you are in life’s journey. Kathleen brings warmth and compassion to the financial planning process, with no judgements.
Managing her own family’s savings plan, Kathleen developed her own interest in financial planning. She found her fit with Envision Wealth Planning, 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” she can focus on tailoring solutions to you. 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, she is currently pursuing the Certified Financial Planner designation.