Kate is a Certified Divorce Financial Analyst (CDFA®), a Partner and Financial Advisor with TimeWise Financial, LLC.  Her firm offers more than just money management.  Kate helps clients define a clear purpose for their future and implements a carefully crafted financial and investment plan that gives them clarity and confidence to live the life they want.

Driven by her own life experiences and through working with her clients, Kate’s passion is partnering with those who are experiencing a huge life change like divorce. She helps clients discover their next steps in their divorce journey and helps to identify and pursue new financial goals after divorce.  Kate’s services include Getting Financially Organized, Identifying Financial Goals, Setting Action Steps, Setting Budget Structure, and Help with Overcoming Obstacles. She then defines the client’s new vision of what they want, designs a financial plan tailored to the client and evolves with the client as they go through different phases of their life.

This certification brings a new connection and depth when relating to divorcing clients and meeting them where they are emotionally.