Andrews Financial Planning

WE ARE HERE TO HELP YOU.

Kathryn Andrews excels at identifying and communicating comprehensive plans that eliminate barriers and realize goals.

  • Her process begins with listening to your concerns and objectives.
  • Next, she commences the information and data collection phase.
  • Then she gets to work! You can relax while she assesses, analyzes, calculates, synthesizes, and ultimately outlines recommendations for your consideration.
 

As a fiduciary, there are no products for sale, commissions, or hidden fees, only sage counsel with your best interest in mind.

You can elect comprehensive planning or project-focused services on a fixed fee or hourly basis.

Schedule An Appointment

FIDUCIARY FINANCIAL PLANNER | ATTORNEY | CONSULTANT

I am passionate about personal finance!

Andrews Financial Planning was formed out of Kathryn’s ardent commitment to providing value with integrity to those seeking monetary confidence and control. Kathryn is a fiduciary financial planner meaning that she has a legal obligation to act in the best interest of her clients. Most legal transactions have financial components, and many financial plans have legal ramifications. We design comprehensive plans for implementation through our integrated service model which brings added value.

With over 20 years of experience as a California business attorney and trusted advisor to individuals, families, professionals, entrepreneurs, and private businesses in all stages of growth, Kathryn’s solution-oriented and collaborative approach is pragmatic, personable, and integrated.

Kathryn Andrews, Esq.

Kathryn Andrews Financial Planner

We can help you get your personal financial life
on track and handle your business transactions.

our Services Include

Accumulate Wealth

Andrews Financial Planning provides sound advice to help achieve your financial goals."

Plan For Retirement

Regardless of your age, let us assist you prioritize and achieve retirement by making a workable plan.

Improve Money Management

We are passionate about implementing sound money practices for budgeting, building, and organizing your personal finances and business capital.

Reduce Debt & Liability

We not only identify areas of exposure and waste, but we also capitalize on legal and economic protections to maximize and conserve your resources.

Purchase Investment Property

Let Andrews Financial Planning help prepare you to acquire investment property with confidence.

Negotiate Contracts

We have a proven record of win-win outcomes with over 20 years of drafting, reviewing, and contract negotiating experience.

Buy or Sell a Business

With decades of successful business transactions expertise, you want us representing your interests in a purchase and sale transaction.

Law School Admissions Consulting

Launch your law school career with comprehensive and custom start-to-finish expert guidance.

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.

Achieve financial freedom
Achieve financial goals
Financial planning Windsor, CA

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 a single 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!

Schedule An Appointment

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