Katy McDonald, CFP^®

How do I help clients Live a Richer Life®?
To help clients live a richer life, my goal is to foster and deepen a relationship with each client to hone in on what their passions and personal goals are. Once these have been outlined, together we can create financial goals to help them live life to their richest capabilities.

How do I align my time and money with my value and passions to Live a Richer Life®?
The things that bring me the most joy are travel, hiking / challenging my mind and body, and any time spent with my dogs and close friends. Reviewing my weekly budget, I always ask myself, “Is my spending aligned with my values and goals?” I then, in turn, prioritize my budget to support the things that help me feel like I am living the richest life.