Katherine Brown (BA, CFP®, CSA)
Katherine Brown focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Many people come to me for help with financial planning transitions that occur mid-life. Some of the many scenarios my clients face are planning for their retirement, sustaining their lifestyle during retirement, re-balancing investment portfolios, tax-efficient investing, the death of a spouse, help after a divorce, downsizing, taking social security, pension decisions, and looking at inheritance stewardship.
Others have life demands that keep them too busy to stay on top of their investment portfolios, and keep on track with their long-term goals. Some of those goals have included college funding, relocation, up-sizing, major purchases (think vacations, cars, and boats), and benefits planning at work. Often people let important things in a busy family slip through the cracks. Some of these life decisions include updating investment plans, validating estate plans, and making sure that they have planned for unforeseen risks.
Additional Information
My clients have the luxury of having a trusted fiduciary who is easy to reach, whether it's a phone call, an office visit, or a virtual screen-sharing meeting. Clients find that the boutique atmosphere of the office, is unique, refreshing, and personable.
I earned a Bachelors degree at Stanford University in Palo Alto, California, and then continued my studies at the University of California in Los Angeles (UCLA), where I graduated with distinction from their Financial Planning (PFP) program. I was admitted to the National Association of Personal Financial Advisors in 2005. I am honored to be a fee-only NAPFA Registered Financial Advisor in the state of Virginia and look forward to meeting you.
NAPFA Start Date
July 01, 2005
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