Kathleen Roth Email and Phone Number

My passion is helping clients navigate the uncharted financial waters that result from major life changes and transitions such as divorce, death of a spouse, relocation, and retirement.I started my career as a special education teacher and am still involved in it. Working with women in transition is the special education of money. Like many students, women need to understand where they are and where they can go. I feel my job is to help them figure out how to get there.I particularly believe women who are experiencing such transitions need a clear sense of financial direction, so they are not set back financially as they weather the storms.I work hard for my clients, so they can live their lives with more confidence and comfort at every life stage. My role as a teacher coupled with my financial planning expertise helps me provide the guidance my clients need to navigate major life changes.Because widowhood is so emotionally draining, I am particularly interested in helping clients navigate the parts of their lives that could jeopardize their financial future. That's why I established Moving Forward for Widows in preparation for a Modern Widows Club. We want to connect and empower women. We desire face-to-face conversations, to build a new sense of community with role models, to grow a fun and vibrant life for our futures, all by coming together.Moving Forward for Widows is not a grief support but journeying together in community. It's women working together through the challenges of finding their independent identity and strengthening their resilience. It's developing new skills, new experiences with new friends. Women at any stage (from grief to growth) are invited to join us. To learn more, please visit www.movingforward.pro.Kathleen Roth - http://kathleenroth.com Waterstone Financial Services – www.http://waterstonefinancialservices.comOffice: (585) 586-5640Toll-Free: (877) 586-5640Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a registered Investment Advisor.Waterstone Financial Services and Cambridge Investment Research, Inc. are not affiliated.