You’ve been rewarded with a meaningful and comfortable life, but with your success comes complex finances. You want relief from uncertainty and worry while achieving your goals and financial well-being, especially as you transition to retirement. But how do you avoid missteps and mistakes in a landscape of finances, taxes, and laws that are ever-changing?I help my clients clarify what's most important to them and then leverage my expertise as a CERTIFIED FINANCIAL PLANNER™ professional to comprehensively meet their needs and free them to focus on their lives. My goal is to equip and empower my clients with powerful confidence about how to live out their next chapter. As a natural caregiver, I give my clients individual attention, helping them to align their money decisions with their values while providing greater clarity to their complex finances. In my over two decades of experience, I have seen firsthand the value of unbiased financial planning expertise for individuals and couples planning the next chapter of their lives. After starting my career in the insurance industry, I realized I wanted to make a bigger difference in the well-being of my clients. That’s when I earned my CFP® certification and founded The Hatlestad Group in Edina, MN, building this brand of care. I hold the firm belief that financial advisors should have a meaningful impact and improve the quality of life for their clients.I am a St. Louis Park resident and a proud wife and mother to two amazing teenagers. I am an active member of my community in supporting nonprofit organizations such as Ripley Memorial Foundation and Northside Achievement Zone. In my free time, I enjoy spending time outdoors, reading, running, and playing ice hockey. In the summer, you'll also find me on the golf course or in my vegetable garden.Hatlestad Enterprises, LLC dba The Hatlestad Group is a registered investment advisor in the State of Minnesota. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Neither The Hatlestad Group nor its advisors provide legal or tax advice. Please refer to our ADV 2A brochure for a description of our services which is available at: https://www.adviserinfo.sec.gov
Listed skills include Wealth Management, Financial Advisory, Retirement, Financial Services, and 6 others.
