Pursue what matters most Confidence for today, tomorrow and generations to come
Kathryn Julie Hoy, CRPC® CDFA®
Director
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA®)
952-249-4787
681 East Lake Street
Suite 354
Wayzata, MN 55391
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.
My perspectives
Insights