Kathryn Hankard (CFP®, MS, RICP®)

Kathryn Hankard focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Holistic planning, based on your goals and values.  We help you make the most of your money, regardless of your income or net worth.  We can advise on investments, insurance, debt, taxes, college funding, retiremeng planning, and more!

Please note that Kathy's practice is full; she is not taking on new clients at this time.

Additional Information

We help our clients achieve their financial goals, big or small.  We provide straightforward, practical, affordable financial advice.  Our service is billed by the project, so you know what you're getting and how much it will cost.

NAPFA Start Date

November 04, 2009


This Office

211 E Verona Ave Ste 4 Verona, WI 53593-1222 Phone: (608) 848-1133