A straightforward process that cuts through the confusion and empowers you to manage your money with clarity.
Spreadsheet
Discovery Call
This book should be mandatory teaching in every high school in the nation!
Corey G Mathews
Amazon Review
Sally Lawnman
Amazon Review
First, you shouldn't have to work so hard to manage your money.
Many of us feel lost when it comes to finances: overwhelmed
by the choices, baffled by industry jargon, and often doubting our own decisions.
This book offers a straightforward process that cuts through
all that confusion. Think of it as a heart-to-heart chat about money: simple, relatable, and empowering.
This isn’t just reading; it's about gaining practical
insights and tools to make your money work smarter. Dive in and discover a friendlier path to financial strength. Let's navigate this together.
Put Your Money to Work covers critical aspects of financial management.
The exercises at the end of each chapter prompt you to apply my guidance to your own situation. Each page is filled with my valuable advice, enriched with my insight, personal observations, and experience as an advisor.
Put Your Money to Work will enable you to:
Record what you have, owe, and spend as a starting point.
Automate your savings.
Prevent the tragic toll of 24/7 caregiving.
Give yourself permission to ask for help.
And much more!
Kathleen graduated from the United States Military Academy at West Point in 2000 with a Bachelor of Science in International Relations. Upon graduating, she served as an active duty officer in the Army Corps of Engineers. Kathleen was awarded the Bronze Star Medal for meritorious service in a combat zone in Iraq in 2003.
Kathleen began her career in the financial services industry in 2007. Kathleen is one of the owners of Westbilt Financial Group and truly believes that being a financial advisor is her calling, not just a job. Her passion is to work with her clients to help them understand their finances, set goals and achieve them.
Kathleen enjoys spending time with her husband, Michael, and their daughter. They take full advantage of Colorado’s many outdoor activities. Among their favorites are skiing, hiking, and running in some of the region’s most daunting races, like the Pikes Peak Ascent.