Kate Holmes, CFP®, Founder and Head Financial Coach
Financial Coaching for
Your Happiest Life
Money is often a source of stress and anxiety, for individuals, couples and families. There are life and financial decisions throughout the years, but you haven't found anyone to help you through all of it. Until now.
No asset management. No product sales. Just the conflict-free advice you need.
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READY TO FIGURE OUT WHAT YOUR HAPPIEST LIFE LOOKS LIKE, THEN CREATE A PLAN TO GO AFTER IT?
The Cheshire Cat in Alice in Wonderland said, "If you don't know where you're going, any road will take you there." We couldn't agree more. Financial planning has traditionally been about lots of data, questionnaires, graphs and charts. The way we see it, until we take the time to figure out what makes you happiest, what your deepest desires and biggest dreams are, those charts won't do us much good.
Our lives are a series of decisions, and we love being there to talk through and advise on those decisions - especially for those in their 20s and 30s, when we make the biggest financial decisions (and often the biggest financial mistakes!) of our lives.
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There's almost always something. Benefits enrollment at work, time to review investments, deciding whether to buy a house or start your own business, thinking about getting married or having kids, planning to travel the world, researching a new credit card or cell phone plan, or working hard to pay down your debts and save for the future.
Wouldn't it be great to have someone on your side every step of the way? We'll talk through everything - big or small - and I'll provide specific advice and action steps to keep you on track and living a life you love.
Jump Start Sessions & Projects
Jump Start Sessions cover one or two things like enrolling in your 401(k), choosing Roth vs. Traditional, reviewing your credit report, or selecting a 529 college savings plan.
Projects take a deeper dive into your investment portfolio, insurance, cash flow and debts to create a plan or provide a second opinion.
Looking to spice up your next corporate event, conference, seminar or podcast? Kate's an energetic and engaging speaker on life planning, financial planning, entrepreneurship, women and money, and millennials. Give us a call at 800-895-1298 or shoot her an email at email@example.com.
She's regularly quoted in the media as a financial expert, often bringing a different perspective on the financial industry and ways to handle your money.
She also have fun as a freelance writer for a number of different outlets.
Cover Page Feature in InvestmentNews: Virtual World
It was an honor to have our founder, Kate Holmes, featured on the cover of InvestmentNews for running a completely virtual practice.
Ms. Holmes, 31, is one of a growing number of growing number of advisers around the country who have never shaken hands with the majority of their clients. These mostly young planners have built advisory firms that rely predominately on video conferencing, the telephone and other technologies to communicate with clients. Many brick-and-mortar advisory firms also have armed their professionals with the tools to satisfy clients' increasing desire to receive their financial advice on the fly.
Meanwhile, Ms. Holmes is spreading the word on running a virtual practice. She is speaking at the Financial Planning Institute of Southern Africa conferences in Johannesburg, Durban and Cape Town in September about how she's built an entirely virtual operation.
“It's been fun to see the international interest from clients, prospects and other advisers,” she said.
You can read the full story online here.