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Are We a Good Fit?
Choosing an advisor can be a difficult task. It is important to work
with someone who has experience with situations similar to yours,
someone with an approach to financial matters that matches your beliefs and attitudes
and someone you trust and get along with.Not every prospective
financial or tax client can be served by Applied Advisor. Sometimes this is due
to client needs falling outside the scope of the practice, sometimes this is due
to a mismatch in the expectations of what it is a financial planner or tax
preparer does. Use the appropriate link to learn more about what it means to
work with Kathy Hentges, CFP® and Applied Advisor.
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