Kathleen Cote (CFP®, RLP)

Kathleen Cote focuses in the
following client markets or areas of practice:

Business Owners

Federal Employees

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We offer financial planning and investment management services to meet the specific needs of federal and military employees. By first focusing on you and the essential elements you need to live your most fulfilled life, we empower you with a financial plan and a realistic way to carry it out. As a military spouse and after years of experience helping government employees, Kate is well-versed in the benefits and challenges employees in these areas face and desires to help them maximize their opportunities to live their best life now.

We provide a comprehensive financial planning subscription service. To make big changes or achieve challenging financial goals like making your personal asirations happen, getting out of debt, saving for retirement, or even starting a new career, ongoing support just makes sense. By first focusing on you and the essential elements you need to live your most fulfilled life, we empower you with a financial plan and a realistic way to carry it out.

Once we have helped you identify the essential elements you need to live your ideal life, we work with you to build the financial framework you need to support that life which may include:

Investment Planning
Education Planning
Retirement Planning
Pension Planning
Social Security Planning
Insurance needs analysis
Student loan repayment

Additional Information

Kathleen is married to a retired Lt. Colonel in the Army Reserves and they have two boys ages 15 and 18. She and her husband met while working at Fidelity Investments in 1998. They spent the first 10 years of their marriage in Massachusetts until her husband went on active duty in North Carolina. In 2016 they moved to Virginia.

In her free time Kathleen likes to bike, hike, read, cook, spend time with friends and family and travel.