
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® 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.

Why Me?
CFP® for decisions
Fee based and transparent
Fiduciary - your interests come first
High touch personalized service
Supporting your goals not your habits

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?

Our Partnership Process
Simplifies your life.
Saves you time.
Identifies your risks.
Helps define your future
Learn More About Financial Planning
What is financial planning? | Why a CFP®? | How to choose the right planner |