Kathy Jones-Price CFP®, ChFC, CLU, MBA
Smart planning and intelligent decision-making are especially important when you consider the many unexpected events—both good and bad—that inevitably occur in our lives. I have first-hand, personal experiences with such events that have inspired me to help others.
I have been helping my clients plan their financial futures and make life transitions for over twenty-five years. I enjoy being a part of their personal journey and I am excited to help them.
Being an independent advisor is very important to me. I am able to act in the best interest of my clients without pressure to sell particular investment products. Together, you and I will go beyond the numbers and get to the heart of your goals, the lifestyle you want, and the legacy you want to leave. I will team up with my professional alliances to ensure your financial big picture stays on track.
Serving my community is an important part of my life.
Contact me today to see how we can work together.
- CFP®-Certified Financial Planner
- ChFC-Chartered Financial Consultant
- CLU-Chartered Life Underwriter
- MBA-Master of Business Administration