FIDUCIARY Financial planning
NATIONWIDE FINANCIAL PLANNING | LICENSED CALIFORNIA attorney
If you are looking for reliable financial planning services, legal, or general business consulting services, look no further than Andrews Financial Planning, located in Sonoma County, California. Kathryn Andrews has over 20 years of experience advising individuals and businesses in the Bay Area and Northern California.
We understand that every situation is unique so we take a personalized approach to every client. We work with you to develop a plan that meets your specific needs and we will be there every step of the way to help you achieve your goals.
Our Virtual & In-Person Services Include
Our Approach
Kathryn excels at identifying and communicating practical solutions that eliminate barriers and realize goals.
- Her process begins with listening to your concerns and objectives.
- Then, the data collection phase begins.
- Next you'll receive a series of personal financial lessons.
- At this point, it's time to begin implementation.
- We stay with you as your circumstances evolve and your knowledge base grows.
As a fiduciary, there are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind.
You can elect our comprehensive or project-focused planning on a fixed fee or hourly basis. We offer the best financial planning services in Santa Rosa, Windsor, Healdsburg, and surrounding cities.
Frequently Asked Questions
Financial planning services can help you achieve a lot of your short- & long-term goals. As a qualified financial planner, Kathryn takes a personal and holistic approach to enable you to reach your financial goals. In a recent study, “Households working with a financial planner were found to be making the best overall financial decisions, followed by those using the internet, while those working with a transactional adviser were making the worst financial decisions.” (Blanchett, David M. 2019. “Financially Sound Households Use Financial Planners, Not Transactional Advisers.” Journal of Financial Planning, vol. 32, no. 4: 30-40. 11p.)
An emergency fund is what helps you care for your family and meet your obligations in the event of an unforeseen emergency (e.g., job loss, prolonged illness, or a natural disaster). An emergency fund is separate and in addition to savings allocated for periodic and long-term expenses (e.g., home renovations, car repairs, taxes, medical expenses, vacations, and large purchases).
Kathryn Andrews has been practicing law for over 20 years. As a California business transactions attorney, she represents founders, executives, board members, and investors in small and medium-sized private companies at all stages of development from formation and operations to exit strategies like mergers and acquisitions. Among her strengths are business acumen, contract negotiations, and effective communication.
Do You Have Any Questions?
You and your family deserve financial clarity and legal confidence. Andrews Financial Planning services 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!