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

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..