TESTIMONIALS
We’d like to share with you some of the comments Kathryn’s clients have made.
Thanks for making a meeting about such a sticky wicket (my mother’s situation) actually enjoyable. You do good work.”
- Mary Arcana
I have worked with Kathryn for 8 years. She is one of the best in the business. I have found her advice to be exceptionally good, and her thoughts come from an open and good heart. I think my life now is the best demonstration.”
- Terry Shelton
I didn't feel one bit judged, which has been my experience with financial people in the past.”
- Beth Milwid
This is really paying off. Very time consuming in the beginning, but I love knowing what's going on with my $$ and creating budgets. Very empowering.”
- B. Messmore
Thank you for doing this work for all whom you serve. You are steady and gentle and wise in your approach—all qualities which are wonderful, vital and important.”
- Elaine Hoem
I am in a way better place financially than I have ever been. Working with you is giving me so much more control over stuff like this.”
- Greg
You really transformed my life. For our partnership, your help will allow us to do and have everything we want in life.”
- Amy
I really enjoy working with you and I am very grateful for all the time and attention you give to me.”
- Greg Gorman
I have remained debt free, have $35K in my savings (started with less than $5K), as well as contributed the yearly maximum to my 401K plan. So you can consider me a success story!”
- Chris Picozzi
I found yesterday's session extremely useful because you acted as a neutral party to help Sam and I get on the same page. We ended where we can express our next steps together.”
- Jill
You heard me as a client. You were never judgmental and were always supportive, encouraging and positive. I always loved our conversations because they went deep, and that's rare, especially in the financial world.”
- TC
The insight gained from our conversation on gratitude was very empowering. I had not thought to be grateful for the past. I tended to see the past as a construct of the mistakes I had made rather than an demonstration of an embarrassment of riches. . . . It is comforting that your opinion on the state of my financial affairs is positive. I very much like that your financial consulting practice includes practical spirituality.”
- Boris
The financial counseling we received from you was invaluable. It challenged us to take a good hard look at our financial reality, and as a result we have made some positive, lasting changes. We have eliminated nearly all our credit card debt, got out of trouble with the IRS and started socking away money in both our personal savings and retirement funds. We have enrolled in a first time home owners program, and have made compromises regarding joint finances.”
- Brian Ballerini & Kirsten Leitner
We get more understanding of our finances with each meeting.”
- Peter Baran
My wife Aileen and I still use parts of your system: prudent reserve, periodic savings, doing a monthly dipstick. The time and money we spent with you has been paid back many times over.”
- Bob Schier
I am a CPA who works with clients in tax and investment management. I always get a blank look when I ask them what their goals are. It is very important to talk with people about their values.”
- Larry Weiss