Teresa Christensen (BBA, CFP®, MBA)

Teresa Christensen focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Teri shares the belief that financial planning isn't just for the ultra wealthy.  As part of Coats Financial Planning, Teri establishes a fiduciary relationship with each client.  She takes pride in not only helping clients with the hard decisions surrounding their finances, but also in understanding that often there is more than one "right" approach.  She takes a broad and long term view of her client's financial situation, not just focusing on the immediate present.

Additional Information

Teri's personal experience with the value of Fee-Only financial planning after the birth of her first son encouraged her to follow her desire to serve others as a personal financial planner.  She was pleased to be able to rejoin Coats Financial Planning as a Financial Planner after passing the Certified Financial Planner TM exam  in July 2010.

 

In addition, Teri is actively involved in her community.  She has served on the PTA/PTSA at her children's schools since they started kindergarten 7 years ago, currently serving as the Treasurer.  Teri is also the Junior Team Tennis Coordinator for the Central Kentucky region, which encompasses many counties in the area, and she serves on the local Elizabethtown Tennis Commission as the representative of one of the local high schools.  Finally, she assists the middle school academic team by helping coach and being a certified Quick Recall judge and moderator.

 

Teri, a native of Louisville, has lived in multiple states and Germany as a result of her father's military career.  She currently resides in Elizabethtown with her husband, two sons, one rescue dog, and one rescue cat.

NAPFA Start Date

April 15, 2010

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This Office

1303 Clear Springs Trce Ste 110 Louisville, KY 40223-3860 Phone: (502) 426-0300 Fax: (502) 326-3010