We manage money and design thoughtful financial plans for skilled professionals and multigenerational families, so you can spend time nourishing and celebrating the benefits your dynamic lifestyle has to offer. Katie partners with clients to help them understand what's possible-she encourages a lifestyle that's both fiscally responsible and aligned with one's personal values, while simultaneously providing guidance to pursue long term goals.
In an ever-changing and complex industry, Katie serves as an advocate for her clients and manages dollars for a more sustainable and just world.
In an ever-changing and complex industry, Katie serves as an advocate for her clients and manages dollars for a more sustainable and just world.
Services
With a solid and strategic retirement plan in place, you'll be in the best position to make the most of your next phase in life. Nourish WM may work with you to develop a customized financial savings plan that aligns with your goals, values, and lifestyle. Assess any existing employer-sponsored retirement plans and discuss the merits of pre-tax and post-tax savings.
We manage money and design thoughtful financial plans for skilled professionals and multigenerational families, so you can spend time nourishing and celebrating the benefits your dynamic lifestyle has to offer. We empower clients to use their resources to lead a lifestyle of alignment purpose, health conscious, and joy NOW, with knowledge of how their financial plan will support their future goals AT THE SAME TIME.
As stewards of your success, we encourage you to excel in your work, prioritize your family's health, experience your passions, know your loved ones, see the world and be of service. Leave the complex work of managing your wealth to us. We offer a thorough and disciplined process with the expertise of over a decade of providing comprehensive, objective financial planning and investment advice.
Partnering with Commonwealth Financial Network means you're supported by not only Nourish Wealth Management, but a team of independent advanced planning and investment consulting professionals rated top in the industry. Commonwealth Financial Network is a Registered Investment Adviser-broker/dealer that helps independent advisors like us serve their clients.
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