Welcome!
Are you planning or in the midst of a life transition? Would you like to have a plan to pursue your personal/financial goals that is customized to you?
I have been creating these plans for over twenty-five years and would love to help you create one. Together we will develop a clear way forward that addresses your unique needs and concerns.
Take a look at the information on my website and contact me to get started. I am here to listen to your concerns.
Click on the What's New tab to read more about The Wealth Management Edge, a book that describes my process and my business philosophy.
Sincerely,
Kathy
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Kathy's Son Xavier Price Attends LINK to the FUTURE
