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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.


 

Financial Planning Tax Preparation