Helping successful individuals and families take control of their financial lives
Kathy Henningsen, CFP®CDFA® Founder Elizabeth Leider, MBA, Operations ManagerWe provide comprehensive financial services to a select group of clients. Small by design, we foster long term partnerships by insuring our clients have guidance for big and small financial decisions.
CFP® CDFA® for decisionsFee based and transparent
Fiduciary - your interests come first
High touch personalized service
Supporting your goals not your habits
Are you willing to share your values and life goals with me? Are you willing to listen, take counsel and change how you make day to day decisions if necessary to meet your long term goals?Are you willing to see your financial health and success as more than simply investment performance?
Simplifies your life.Saves you time.
Identifies your risks.
Helps secure your future