Kay Dee Cole (CeFT®, CFP®, RLP)
Kay Dee Cole focuses in the
following client markets or areas of practice:
- AUM
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- AUM
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Money can be emotional, and our specialty is helping people navigate those life-changing moments. We help people transition from working to retirement, a life-altering event such as divorce, inheritance, and losing a loved one.
Additional Information
My passion is working with people who have lost their financial partner or are dealing with a situation that requires many moving parts. Transitions are hard. Watching my Mom navigate Alzheimer's and then transition to being single made me want to protect her. I wanted to make sure others understood why it's essential to have someone outside your family to help..
NAPFA Start Date
May 10, 2016
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