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Helping successful individuals and families
take control of their financial lives 

Clarity in your goals 

Comfort in your plan

Confidence in your future

Who Am I?

Kathy Henningsen, CFP®CDFA® Founder

We 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.

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Why Me?

CFP® CDFA® for decisions

Fee based and transparent

Fiduciary - your interests come first

High touch personalized service

Supporting your goals not your habits

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Am I the Right Fit

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?

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Our Partnership Process

Simplifies your life.
Saves you time.
Identifies your risks.
Helps define your future

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Client Engagement

We create strategies that are tailored to your needs and goals.

Financial Planning

Years of experience have prepared us to guide you through your life transitions.

Values Matter

Care. Honesty. Integrity. We believe values matter, and we live by ours every day.

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