The biographer's approach: your plan starts with your story.
A biographer starts by listening, and so does Kathryn. Your first conversations are about you: your family, your work, the people who depend on you and what you want your money to do.
It's also your chance to ask about her background and how she works.
Your goals become a written strategy covering investing, retirement, insurance and taxes, in plain language you can follow.
You'll go through it together before anything changes.
Once you're comfortable with the plan, Kathryn helps you set up the accounts and investments it calls for.
Life changes, and your plan should too. Regular reviews keep it current as your family, your health or your goals change.
When something big happens between reviews, call. That's what she's there for.
"I use the biographer's approach with clients to learn about their values and goals to tailor their financial strategies, then I partner with my clients to stay on track."
A financial plan works best when it reflects the person behind it. Kathryn's years as an attorney taught her that the details people mention in passing often matter most.
Kathryn does not offer legal services through LPL Financial.