Katie Blechschmidt (CFP®)


Katie Blechschmidt focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Divorce Planning
- High Net Worth Client Needs
- Medical Professionals
- Women's Financial Planning Issues
- Business Owners
- Corporate Executives
- Divorce Planning
- High Net Worth Client Needs
- Medical Professionals
- Women's Financial Planning Issues
Planning Specialties
We create and implement an investment strategy backed by a holistic financial plan that allows our clients to live life on their terms. While optimizing an investment strategy is important, we also proactively help our clients navigate all aspects of their financial life including, cash flow and debt management, tax planning strategies, college planning, retirement income planning, and asset protection. We service a variety of clients throughout Illinois, Florida and across the U.S.Additional Information
Katie is a Certified Financial Planner™ professional. She holds a Bachelor of Social Work from Colorado State University. In her free time, you'll find Katie spending time with her family, practicing yoga, reading, and traveling. She lives with her husband, Andy, and their 80-pound dog, Lenny, in Naperville, IL. Follow FMI on LinkedIn: https://www.linkedin.com/company/fmi-financialNAPFA Start Date
August 03, 2021