My Profile | Network In Action
  • Basic Information

  • Company
    Open Advisors
  • Phone
  • Mobile phone
  • Email
  • 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
  • Contact Information

  • City / Town
  • 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
  • Zip
  • Country
    United States
  • LinkedIn Profile
  • Education

  • 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 a time to chat here.