eInvesting For Beginners: Video Interviews With Kate Holmes

Kate emphasizes the importance of building a relationship with her clients so that they are like friends who can discuss not only the more important things in life, but i identifying those things and aligning your finances to reach those goals.  In a world where everyone seems to be so willing to "follow the leader" and copy generations past, Kate finds what makes her clients happiest and works towards that. 

Each individual is different, and so each conversation and financial plan is different as well. Working for the same employer your whole life and hoarding cash for retirement isn't always the best plan for everyone, and so traditional advice oftentimes doesn't apply.

Watch the Part I interview here.    

Watch the Part II interview here.