Basic Information
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Company
Open Advisors -
Phone
503-780-7333 -
Mobile phone
503-780-7333 -
Email
katherine@myopenadvisors.com -
What is your "why"? Why do you do what you do?
Investing before financial planning is like getting into your car with no map. I believe everyone deserves a map. -
About me
As a new arrival to Kirkland, I am looking forward to exploring the city and meeting new people. My husband and I enjoy sailing, handing out with friends and family and many of the wonderful outdoor things the PNW has to offer. -
Profession
Partner, Wealth Management -
Title
Partner, Wealth Advisor & Financial Planner -
Hobbies and interest
You will always find me close to the water. Whether it's paddleboarding, sailing or rowing - I love the water. -
Website
https://www.myopenadvisors.com/
Contact Information
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City / Town
Seattle -
Describe your perfect referral
The best referral for me is a client who wants worry-free spending and confidence their portfolio strategy is customized for their family. No minimums, fee based financial planning. -
State
WA -
Zip
98033 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/katherinedrewphillips/
Education
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College / University
Babson College -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
When was the last time you had your financial plan updated? Does your portfolio strategy align with your financial plan? Has anything big changed in the last few years? Are you ready for the next changes? -
Describe How You Would Like To Be Introduced Via Email
Hello, I would love to introduce you to Katherine Phillips, CFP®, CDFA® from Kirkland, Washington. She can help you better understand where you are and if there is any opportunity to make improvements financially. You can schedule https://calendly.com/katherine-phillips-/introductory-meeting-one-hour-phone-call- a time to chat here.