FINANCIAL planning
We Help You . . .
- Learn about personal finance
- Identify your short-term and long-term goals
- Develop a plan to achieve your goals
- Implement the plan over a 12 month period
- Monitor the plan and make adjustments as needed
- Achieve your goals
To Find The Best Solutions
Kathryn Andrews is an independent fiduciary financial planner as well as a business attorney with over 20 years of experience as a trusted advisor to Northern California clients. Andrews Financial Planning can assist with planning all your personal financial goals. We have a wide breadth of experience to help you achieve success.
From buying your first home to planning for retirement, AFP can help you make the most of your money. We understand the financial and legal challenges that people face today and can assist you with finding the best solutions to maximize your resources.
With over 20 years of experience as a counselor and trusted advisor, Kathryn Andrews has a legal obligation to act in the best interest of her clients and can aid with identifying and prioritizing short-term and long-term financial objectives. AFP offers a variety of services, that are educationally based so you can find the solution that best fits your situation. Whether you need help creating a budget, making the most of your money, negotiating contracts, or planning for retirement, we have the knowhow to guide you with a pragmatic, personable, and integrated approach.
We are passionate about personal finance and helping small business owners comply and thrive!
Our Virtual & In-Person Services Include
short-term & long-term goals
Andrews Financial Planning can help you identify and prioritize your short-term and long-term financial and legal objectives. We offer a variety of services so you can find the solution that best fits your situation. Whether you need help creating a budget, making the most of your money, negotiating a contract, or planning for retirement, we have the knowhow to guide you with a personable, transparent, and empowering approach.
Struggling With Your Finances?
At Andrews Financial Planning, we understand that life can sometimes get in the way of plans. Whether it is the current economy, crippling debt, rising inflation, loss of a loved one, too much on your plate, or a change in circumstances (e.g., divorce, career change, inheritance), there are times when everyone can benefit from directed expert advice.
We are here to partner with you to find creative solutions for your unique situation. We offer a wide range of services, from debt reduction, money management, budget systems, asset protection, investment strategies, and negotiation tactics, to starting your own business and accumulate wealth. No matter what your circumstances, we can improve them.
What Sets Us Apart
Our holistic approach is designed to efficiently aid clients
identify their financial goals and develop
strategies to realize them.
Applied Knowledge & Experience
We are a Windsor, California based business that provides pragmatic consulting, financial, and legal services. We work in-person and virtually to help clients in California and all over the United States make the most of their assets and resources, plan for their future, and achieve financial confidence.
Having practiced law for over 20 years in California handling complex corporate transactions for businesses in all stages of growth and high net worth individuals, Kathryn Andrews has a wealth of experience in negotiating, corporate law, budgeting, savings strategies, personal finance, planning, asset protection, purchases and sales, equity investments, debt financing, mergers, business transactions, and acquisitions, including business succession planning.
Provide Resources For Achieving Success
Andrews Financial Planning is a unique professional services firm that offers comprehensive advice and services to individuals, families, and businesses. With decades of experience and a wide breadth of knowledge, we have the expertise to help you materialize your dreams.
We can work with you to create a financial path that is tailored to your specific needs and end goals. Whether you are looking to save for retirement, your children’s education, your first home, or starting your own business, we can show you how.
Momentous Dedication
Andrews Financial Planning is committed to helping clients achieve success. We offer an array of customized services designed to effectively meet the unique needs of each client. We aspire to arm clients with the knowledge and tools they need to make informed decisions and gain control. Andrews Financial Planning is dedicated to delivering efficient quality legal and financial services that put your interests first and standing by your side to implement them.
Kathryn Andrews is a licensed California attorney as well as an independent fiduciary financial planner who takes a creative and personable approach for financial planning clients nationwide.
Frequently Asked Questions
A fiduciary has a legal obligation to act in the best interest of their client. Having a fiduciary as a trusted advisor is critical. Not all financial planners and investment advisors are fiduciaries. All attorneys are fiduciaries.
Kathryn is a fiduciary financial planner, business attorney, and consultant to individuals and businesses. She performs all professional services in her capacity as a fiduciary.
Ideally, couples collaborate to achieve their mutual financial goals. At minimum, both need to be involved at the onset to identify their joint objectives and share information. After that, it is possible to designate one party as a representative to monitor the process until the plan is nearly final and ready to present to the other partner.
Although starting earlier is better, Kathryn has had significant success working with motivated people of all ages, some in their 70’s, to improve their economic situation and achieve retirement.
Our fee structure varies in accordance with our services and your preference. When practicable, we offer fixed rate pricing so that you can budget with confidence (e.g., $2,500-$7,500 for a comprehensive personal financial plan). For more open-ended, one-off, or complex projects, services are provided at an hourly rate (i.e., $300-$450, depending upon the service).
Kathryn Andrews has been practicing transactional law in the Bay Area for over 20 years with both national and boutique firms.
Finance and general business consulting have always been sought-after features of her unique skillset. Over the last 10+ years, her obsession and success with personal finance compelled her to start Andrews Financial Planning showcasing her uniquely integrated professional services model.
Achieve Your Goals!
The best way to ensure financial success is to have a realistic financial plan that reduces liability exposure and addresses multiple contingencies. Andrews Financial Planning can help you create a manageable system that fits your specific needs and objectives. Kathryn Andrews will personally collaborate with you to ensure your plans are prioritized and comprehensive.
Whether you are just starting out in your career or approaching retirement, Andrews Financial Planning can help you maximize your assets.
We are here to help you every step of the way. Offering a wide range of services, including financial planning, strategic analysis, accompanying legal services, and general consulting, we are capable of guiding you towards success and security.
Do You Have Any Questions?
You and your family deserve financial clarity and legal confidence. Andrews Financial Planning can help you with everything from managing your money; developing a retirement plan; finding a better way to save for your children’s education; obtaining financial independence; buying a home; and starting, operating, or selling a business. Kathryn will collaborate with you one-on-one to create a comprehensive plan or focus on an individual project.
With Andrews Financial Planning, you have a trusted partner on your side. We are here to assist you materialize your dreams and reach your financial goals. Kathryn has the enthusiasm, experience, and skillset to be effective.
Contact us today at (707) 326-4773 for a free consultation.
We look forward to working with you!