Kathleen Kenealy (CFP®, CPWA®)
Kathleen Kenealy focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
I love working with successful professional women who love what they do, who work hard to excel at work and in their personal lives, but come to realize there's not enough time left in the day to stay on top of their finances. Many of the clients I work with need help wrapping their arms around their entire financial picture. They need help getting their accounts organized, figuring out how much they actually are spending, understanding what resources they have, and most importantly - they just want to make sure they are making good decisions to set themselves and their families up for a strong financial future. If you want someone who will pick the next hot stock, I'm not going to be the right fit for you. But if you are looking for a long-term collaborative relationship, you value advice from someone who has been doing this for a long time, you want to understand the rationale behind the advice you receive (and not just be told what to do), then I'd love to hear from you!Additional Information
I want to help others achieve their greatest potential and live their most meaningful life, whatever that is, by helping them use their money to do so. As a first-born, I have always felt a strong sense of responsibility to look after and take care of others. I love that I have found my calling doing just that. One of the things I love the most about what I do is the sense of reassurance my clients have knowing that I have their back and the confidence they feel after we have crafted a plan to ensure their financial future is secure.NAPFA Start Date
August 14, 2023
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