My BusinessWhile embracing honesty and integrity, Caitlin works to address her clients’ needs. The majority of her clients are dynamic women; driven to succeed both professionally and personally. She strives to simplify their lives and foster financial confidence by engaging them in their financial affairs. Women are known to be multi-taskers, which is why efficiency, stress reduction and creation of a systematic process help motivate Caitlin and her clients to move forward with their financial goals. Using a highly disciplined approach, her clients appreciate the structure and accountability that she continually emphasizes. Whether they enjoy organization in their life, or merely desire simplicity, Caitlin inspires her clients to be proactive in planning for their financial future, and to work towards achieving fiscal peace of mind.
Recently, Caitlin achieved her CSRP® designation, which earned her the title of Certified Specialist in Retirement Planning.
Ideal ReferralHR Director
Baby Boomer Generation
Top ProductInvestment Allocations & Financial Plans
Top Problem SolvedEasing the stress and burden of financial planning
My Ideal Referral PartnerCPA & Estate Planning Attorney