The traditional question in financial planning has been: ‘Will I run out of money?’ But that’s not the most useful way to think about retirement.

Instead, we prefer to ask: ‘How can I best use my financial resources to live a meaningful, impactful life?’

This shift changes the focus from fear to opportunity. It opens conversations about charitable giving, family legacy, values, and purpose.

Our role is not just to help you preserve capital, but to align your money with your life’s goals. We’re here for the spreadsheets — and the heart-to-hearts too.

Sincerely,

Katz Family Financial