We help you reduce financial and legal risk, introducing calm into estate and retirement planning.
Get informative, compassionate advice from someone that has been there too.
“Leaving your office—I just felt so relieved. I’ve been tackling this stuff for two years, you know? And now, there is a team helping me and finding what I need.”
Our approach
We believe that asking ourselves about our legacy and organizing things before things happen is a worthy achievement! We all know someone that didn’t have things sorted and it was a mess! Let’s have you honor those near you by forging a responsible path.
Cath and her team work with families both in the Chattanooga area, and their families nationwide to help them with estate and retirement planning. Common questions we tackle include how not to outlive assets, surviving spouse strategies, how to cover the mortgage when a spouse dies, protection of retirement accounts and various end of life care approaches. The team helps you to navigate and lessen both financial and legal risk. Retirees, people with growing families, and folks that have delayed putting their affairs in order are attracted to what we do. We enjoy helping people and delivering peace of mind.
Tap into our network of caring professionals and begin with a free consult.
Providing you with a safe space to plan
We are licensed professionals that have helped many like you leave a loving legacy. We are supported by a great team of caring, detail oriented professionals. Learn more. >
“I can feel the weight coming off my shoulders! This is the best decision I’ve ever made. ”
In-person and remote options
Our office is conveniently located in Chattanooga, TN, but we work with people across the US. Can’t make it into the office? No worries – we’ve got you covered with Zoom and phone. Location: Tallan Financial Center, 200 W MLK Blvd., Floor 10, Chattanooga, TN 37402.
Our services
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Retirement and estate planning
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Insurance, legal and financial coordination
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Policy and statement review
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Trust implementation
“After talking to a million folks I didn’t trust, Cath was someone I could relate to immediately. Her integrity and caring helped me find an insurance that I connected with, whose services aligned with my family’s needs. She is organized and helped me check off all the boxes.”
— Anna C., CLIENT
