Kristine McHugh, CFP^®

How do I help our clients lead a richer life?
As an advisor, I work closely with clients to create a financial plan to enable them to feel more in control of their future and give perspective on their goals. This type of work is a dynamic, ongoing process and I offer guidance and support when life throws curveballs or during times of transition such as a new job, college planning, retirement, estate planning, etc. I find it extremely rewarding to work together with clients to develop a deep understanding of their needs so that I can offer sound advice and give them peace of mind with regards to their financial future.

How do I align my time and money with my values and passions to Live a Richer Life?
I’m driven by a deep-seated desire to make a positive difference in the lives of others. I prioritize investing time, energy, and resources in activities that promote holistic wellbeing, including physical, emotional, and financial. This means making time to foster relationships with my family, friends, colleagues, and clients, being curious, and understanding that there is always something to be learned at every opportunity.