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"Money is a terrible master, but an excellent servant" P.T. Barnum
Dr. Kathleen Gurney will guide you as she has hundreds of others in individual consulting sessions aimed at giving you the best use of your money. She believes that money works for you when it is being used to achieve your most meaningful goals.
Her unique approach and engaging and warm nature has made it possible for individuals, couples and families to learn how to manage their money and investments with greater understanding and confidence, and in ways that helps them prioritize and achieve what is most important in their lives.
Kathleen is available by phone and email to help individuals, couples and families discuss and create wise solutions to any challenging issues in life planning. Her expertise lies in her ability to listen, focus and understand her clients' needs and wants. She will help you discover your most precious values, greatest strengths, and potential blind spots in yourself and your relationships that could act as barriers to achieving your goals and dreams. Kathleen feels that "People often make the same mistakes and these mistakes can be very costly both personally and financially." So she helps her clients avoid making big mistakes with their money and puts them well on their way to achieving their most important goals.
We now have the insights to guide us in making choices that will give us the greatest satisfaction in life. We also have a plan that we both feel will work. Working with Kathleen gave us the foundation in planning and communicating our dreams and goals with one another so that we feel mutually satisfied and secure. Before we found Kathleen, we were not as well organized in our planning and setting our goals. We're now on the same page, enjoy our life more and have less frustration with what to do with our finances
-- A and D Dillard
A minimum of six sessions is the commitment Kathleen asks her potential clients to make. Consulting sessions include unique tools and exercises, provocative questions and discussions, goal-setting, strategic life and financial planning, and development of short and long-term bench marks for success and rewards.
Goals and issues may include: helping clients resolve sensitive estate planning issues; dealing with raising children and grandchildren with appropriate personal and financial values and literacy, dealing with family dynamics in a family-owned business, learning how to contently live within one's means, designing a retirement that would be both satisfying and secure, developing a career game plan that is rewarding both personally and financially, coping with the economics and stress of divorce or widowhood, getting out of debt and getting ahead of the game, helping couples learn how to manage money more harmoniously-these are just an example of the kinds of issues that Kathleen can help you resolve.
To learn more and set up a complimentary consultation so that we can discuss next steps, enter your contact information below.
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