Financial planning covers a number of areas Including Investment Planning, Education Planning, Estate Planning, Retirement Planning and Taxes.
As a Certified Financial Planner, Kim has deep knowledge of these areas that she taps to help people achieve their goals. She works diligently to understand their goals and develops appropriate strategies. As a CFP, Kim is held to the highest professional and ethical standards.
There are many other risks that can negatively impact a person’s ability to enjoy retirement. Health is a major factor and increasing medical expenses can quickly derail the best retirement plan. At Catalyst, we work to ensure that you are not alone as you navigate the health care challenges faced by retirees.