Client-facing and back-office support
Preparing and updating financial plans
Summarizing plans for advisors and clients
Ad-hoc research and analysis
eMoney (eMoney Fundamentals certificate),
MoneyGuidePro, Holistiplan, myStockOptions.com,
Envestnet Tamarac, Dropbox, Box,
Office, Google suite
Retirement projections
Insurance and education needs analysis
Taxes - NQ/ISOs, Roth conversion, charitable giving
Review estate plans
Ad hoc modeling (paycheck contributions, refinance)
Regular, clear communication
Deadlines for deliverables
Cloud-based apps
Secure file sharing
With a PhD in Applied Math and a decade of experience in university teaching and independent consulting, Katy decided to change careers and pursue financial planning after creating her parents’ retirement plan. She completed financial planning coursework at Boston University and passed the CFP® exam in September 2020. She now provides virtual paraplanning services for advisors in small, growing firms.
Katy enjoys reading, practicing yoga, and spending time with friends and family (masked and socially distant!). If she's not biking with her mom and kids around the neighborhood, she's sorting LEGO pieces into 22 different categories.