PARTNER ADVISOR

Katherine A. Simmonds, CFP®

“I’m a financial coach who will educate, support and steer you through the obstacles that keep you from making tough financial decisions.”
INTRODUCTION

Advisor to Top Tier Law Firm Partners. I’ve been working with lawyers for more than 15 years.

Among my specialties is providing a “financial concierge service”, customized to the needs of lawyers. After a decade of working with partners in top tier law firms across the country, I understand the demands lawyers face and their financial issues. Since 2002 I have consulted with hundreds of law firm partners across the country including California, New York, Washington DC, Maryland, Virginia, Massachusetts, and Colorado.

I provide specialized financial planning and investment management services to partners of top tier nationwide law firms at all stages of their careers – early stage, mid career, and nearing retirement.

For law firm management interested in receiving information about specialized programs for your lawyers, please contact me.

WRITTEN ARTICLES:
FOCUS AREAS:
  • Retirement Planning
  • Firm Benefits’ Review
  • Comprehensive Financial Planning Engagements
  • Risk Management Assessment
  • Investment Strategies
  • Estate Planning
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WHY WE’RE DIFFERENT

See how AdvicePeriod is reinventing wealth management

Grounded in robust planning

While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.

Fueled by unique expertise

The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.

Marked by full access and transparency

There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.

Lead by industry mavericks

We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.

Shall we plan our first meeting?

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