Helping successful individuals and families take control of their financial lives
Kathy Henningsen, CFP®CDFA® FounderWe 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 define your future
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Care. Honesty. Integrity. We believe values matter, and we live by ours every day.