Kathryn Holland

As a financial planner, I have made it my mission to help clients feel confident in their financial health.

My career has been driven by my firsthand experience navigating financial decisions during a life-changing event—my own divorce. Recognizing the vulnerabilities of my own financial inexperience, I pursued my certification as a Certified Divorce Financial Analyst (CDFA®) to provide guidance and empathy to clients facing similar challenges. My experience as a stay-at-home mom who found herself suddenly managing finances motivates me to be the trusted advisor I once needed, offering a steady presence through turbulent times. I am also a Retirement Income Certified Professional (RICP®), helping all those facing retirement, but specializing in the complexities of retirement income planning for unique needs of individuals experiencing a "grey divorce." I bring a tailored approach to retirement income that goes beyond traditional one-size-fits-all strategies, integrating modern retirement theories to help clients confidently navigate this phase of life. I hold the Certified Financial Planner® designation, which equips me with a comprehensive understanding of all aspects of personal finance, from budgeting and cash flow analysis to investment, tax, and estate planning. I empower clients through financial literacy, helping them establish better financial habits and fostering open family communication around money. I believe the relationship between advisor and client should be based on a foundation of trust and mutual respect because that is what allows us to build a financial house that withstands the storms and celebrates the joys throughout your life. If you just want someone to invest your money, I'm not your advisor. If you are looking for an advisor who will help you feel supported and educated while defining and accomplishing your big goals, let's talk.