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KATHLEEN MILLER

My passion is empowering women with relationships and money. I think of it as financial management for real life.

Few things disappoint me more than hearing stories of poor financial choices, especially ones made because of bad information. What I've learned from my 30 years in the personal finance industry is that too many women handle money management as an afterthought. It gives "a day late and a dollar short" a new ring.

What I enjoy most and do best is meeting with clients, one-to-one, to understand their financial present and strengthen their financial future. Our process helps you identify your objectives, personalize your goals and helps you manage and preserve your wealth and then transfer it to the next generation based on your own family values.

I've helped women and men solve financial challenges that were complex and overwhelming. I've been there. I know that money management isn't in everyone's comfort zone. Our firm helps remove the obstacles that keep you from seeing your financial picture clearly and then helps you set realistic financial goals.

We offer conservative and independent advice for your financial future. We also take pride in managing and organizing your investments and advisors so you have time to pursue the aspects of your life about which you are truly passionate.

More about Kathleen...
Kathleen Miller is a Certified Financial Planner®, a Certified Divorce Financial Analyst™, and holds a Master of Business Administration degree. She has published two books, authored numerous articles for legal and financial trade journals and has been quoted about financial planning and post-divorce financial issues in national magazines and newspapers.

She frequently serves as a guest lecturer on investment, money management and divorce related topics to organizations such as the Washington Bar Association, the American Women's Economic Development Corporation, the Institute of Certified Financial Planners as well as Boeing, Microsoft, PACCAR and Bank of America.

Kathleen is a member of the Financial Planning Association, the Institute of Certified Divorce Financial Analysts, and the Registry of Financial Planning Practitioners. She is a graduate of the Iowa Writers Workshop and holds a Bachelor of Arts degree from the University of Iowa. Kathleen is an avid reader and writer. She has lived abroad in Brussels, Belgium and continues to travel the world whenever she can.

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Read Kathleen’s profile from Financial Advisor Magazine