Whether it’s laying the groundwork for your dream retirement on a warm beach, offering strategies to pay down your mortgage faster, or helping you understand your money — I’m by your side every step of the way. Think of me as your financial spotter, keeping your money safe and strengthening your financial muscles to reach your goals and achieve the lifestyle you want.
Send download link to:
Financial planning is more than just investment planning. I take a holistic approach by looking at all areas of your finances and how they work together. I’ll work with you to build a personalized, comprehensive plan.
You mean far more to me than an investment portfolio. From helping you understand the complexities of investments & insurance to empowering you to make smart financial choices, client education is at the core of my approach.
CFP certification is considered the gold standard for the financial planning profession worldwide. We follow a strict code of ethics and have the utmost responsibility when it comes to putting our client’s best interests ahead of our own.
Kara is truly gifted at what she does. Her warm, common sense approach combined with her expertise is remarkable. Her explanations are thorough and easy to comprehend and she makes you feel so at ease.
Thank you so much for taking the time to do what you do for our family and your clients. Your services are outstanding! You help people’s lives get easier, while guiding them to create financial wealth, both interim & long term.
Before I met Kara, I knew very little about investments and insurance, but Kara has offered me a lot of great information and is able to explain things in a way even I, an inexperienced investor, am able to understand. She is always willing to repeat this information as often as I need.
Kara always follows up to see if I have any questions or concerns and meets with me on a regular basis to make sure I am on track to my goals. I rest easy at night knowing that I have all my bases covered.
Mutual funds and segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and related services are offered through Karalyn Day.