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Kathy Roth, CFP


Kathy’s helps her clients navigate the uncharted financial waters that result from major life changes such as marriage, divorce, death of a spouse, relocation, and others. Those who are going through such transitions need to develop a clear sense of financial direction and the plan that supports those goals. As a result, her clients are able to live their lives with more calmly, confidently, and with perspective.

Kathy has been a financial planner since 1979. She is a lifelong learner and updates her skills regularly:

She is a Certified Financial Planner (CFP®). Learn more about why this is important to you.
She is a Certified Financial Transitionist (CeFT®) through the Financial Transitionist Institute (FTI). While she continues to help clients manage the technical side of their money (investment, retirement, etc.), she has long known the challenges involved can include emotions, family dynamics, and other personal aspects. This training has given her perspective and tools that help bring both sides together.
She is an Active Registered Life Planner® through The Kinder Institute of Life Planning. She developed the skills needed to help you clarify and achieve your most meaningful and deeply felt aspirations.
Prior to forming this company with Joshua, she worked with IDS (now Ameriprise), PaineWebber, Sage Rutty & Co., and Waterstone.