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(Wealth Management ) Katherine Phillips

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1,105

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Stream About me

Basic Information
Company
Open Advisors
Phone
503-780-7333
Mobile phone
503-780-7333
Email
katherine@myopenadvisors.com
Describe How You Would Like To Be Introduced Via Email
Hello, I would love to introduce you to Katherine Phillips, CFP®, CDFA® from Kirkland, Washington. She can help you better understand where you are and if there is any opportunity to make improvements financially. You can schedule https://calendly.com/katherine-phillips-/introductory-meeting-one-hour-phone-call- a time to chat here.
What is your "why"? Why do you do what you do?
Investing before financial planning is like getting into your car with no map. I believe everyone deserves a map.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
When was the last time you had your financial plan updated? Does your portfolio strategy align with your financial plan? Has anything big changed in the last few years? Are you ready for the next changes?
About me
As a new arrival to Kirkland, I am looking forward to exploring the city and meeting new people. My husband and I enjoy sailing, handing out with friends and family and many of the wonderful outdoor things the PNW has to offer.
Profession
Partner, Wealth Management
Title
Partner, Wealth Advisor & Financial Planner
Hobbies and interest
You will always find me close to the water. Whether it's paddleboarding, sailing or rowing - I love the water.
Website
https://www.myopenadvisors.com/