Kathryn Wiegrefe

MEET YOUR ADVISOR

Kathryn Wiegrefe, CFP®

Thoughtful financial guidance for every season of life.

With more than a decade of experience in financial planning and a special focus on professionals, widows, and divorced women, Kathryn helps individuals and families achieve their financial goals and optimize their financial future.
Certified Financial Planner
NAPFA Fee-Only Financial Advisor
Fee-Only Network Member
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Is This You?

You may be a good fit if you are wondering:
How can I build wealth & feel confident about my future?
Does my plan reflect my goals?
How do I move forward after a divorce?
Are all my life changes reflected in my financial plan?
I just entered widowhood. What now?
How do I protect my financial future and my family?
If any of these sound familiar,
let’s talk about it.
Talk Through Your Situation

Why Work With Kathryn

Kathryn brings over a decade of experience and a compassionate approach to financial planning. From the age of 15, she knew she wanted to be a financial planner. She specializes in helping women facing divorce or widowhood, professionals, and families create clear plans that reflect their values and support the life they want to live, today and in the future.

BEST FIT FOR:

  • Professionals looking to build wealth
  • Widowed women navigating a new chapter
  • Divorced women building confidence in their finances
  • Women and families who want a trusted guide for the long term

Credentials That Matter

Fiduciary Financial Advisor

A Little More About Kathryn

Beyond her professional life, Kathryn remains deeply involved in her community, church, and her children’s school. She proudly served in the United States Army, an experience that strengthened her commitment to service, leadership, and helping others navigate important life decisions with confidence.
Kathryn enjoys building meaningful relationships, giving back to those around her, and spending time with her husband and three children. As a wife, mother, and Army veteran, she understands the challenges of balancing family, career, and personal well-being, bringing both empathy and real-world perspective to the families she serves.

What Happens After You Schedule

Free Discovery Meeting

We learn about your situation, goals, concerns, and what prompted you to reach out.

Free Strategy Session

We gather more details and identify the key planning opportunities.

You Decide

You take time to decide when the right time to begin is. Then you let us know.

The first step is easy.
Schedule Discovery Meeting

Common Questions

Absolutely not. Please feel free to bring any documents, figures, or questions you may have. But, no prep is required for our Discovery meeting.
They are! We believe the best relationships take time. To make sure you feel comfortable with our team and where we are headed, the first two meetings are completely free.
NEVER. Our fee-only fiduciary commitment ensures that every decision is in your best interest, and our advisors do not earn commission on any products, ever.
That’s okay! We understand the timing isn’t always perfect to get started right away. However, we always encourage people to go through our Discovery process sooner rather than later.
See Full Team

Have questions about your financial plan? Please don’t hesitate to contact us.

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