A premier fee-based financial planning practice can help guide you toward your goals. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future. You may contact me at Katherine@MyOpenAdvisors.com. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

A fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth. We listen closely to understand our clients’ desires and complexities and take a proactive approach to find the most appropriate solutions for their particular circumstances and goals. This ongoing process is provided with complete objectivity; our clients’ best interests are behind every financial recommendation we make.Clients are executives, professionals, business owners, retirees and their families along with corporate retirement plans, endowments and foundations.We define success as not only building clients’ wealth but also enriching their lives, thus our tagline,Let’s make it matter.

Partner in Wealth Management team, Specialized in helping high net worth individuals and business owners understand their personal and business goals, create and implement a plan to reach those goals and monitor the plan. Our team focused on estate planning, tax efficiency, cash flow management, multi-generational wealth transfers and philanthropic giving strategies. Created a signature multi step process to welcome new clients into the practice. As a result, the on-boarding process was smooth and client satisfaction was high. Sourced high net worth clients from key partners, such as Estate Attorneys, Insurance Agents and CPAs. Managed these relationships to cultivate new clients and professional partnerships. Worked directly with key partners such as Wealth Advisors, Fiduciary and Trust Specialists, Senior Private Bankers and Business Bankers to manage ongoing client needs. As a result, clients experienced a full team customized to their needs. Worked closely to ensure pre-meeting and post meeting execution so all members were up to date and all follow up items were completed. Implemented Donor Advised Funds to assist clients in realizing their philanthropic goals. Asset management, selection, implementation and monitoring. Established client service model based on segmentation level. Implemented the model and monitored the implementation 
of service model with attention to detail. Curate five annual client events based on relevant topics that create impactful memories with our clients. Manage team website, digital newsletter and all mass communications about research and upcoming market changes.