Karen is the founder and director of Planning for Good, with over two decades of experience working in financial services. She's been an independent financial planner for 17 of those years. Her role is to know her clients' unique circumstances, needs, personalities, and preferences, so she can best give advice to help them accomplish their objectives.
Karen takes the lead in working with clients with more complex financial planning needs and those focused on retirement. She also specializes in working with the LGBTQ community and blended families.
To schedule an appointment to meet with Karen, visit https://calendly.com/planningforgood