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UPCOMING EVENTS
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Are you living your ideal life?

What is an ideal life? Is it being able to stop working at 65 and move to Hawaii. Or maybe retiring at 45, buying a farm and living off the land with your family. The point is it's different for everyone and your definition can change as life happens. Have you taken the time to define what your ideal life is?

If you take the time to define what it means to you and apply it to every financial decision you make, chances are you'll be...


>
Happier
with the financial decisions you make

> Doing your bucket list items instead of dreaming about them

> Confident that you'll reach your financial goals


Kathleen Cote, CFP® is committed to helping her clients live their ideal life by providing financial advice and a financial plan to take action. She takes time to uncover what her clients like to spend time doing, what life style they want to live, what their dreams are, what they want to do in retirement, their bucket list and any other life goal that they wouldn't feel complete without accomplishing. She uses this information to create DYNAMIC, BIG PICTURE, HAPPINESS-DRIVEN financial plans.

If you’re looking for someone to help you obtain your financial goals and live your ideal life now, then click on the Schedule a Call link to schedule a 20 minute phone call with Kathleen to see if she might be the right financial planner for you.
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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.