Red Clover is a sign of financial wellness. We provide Financial Planning and Investment Management services with a personalized, holistic approach to financial health and personal happiness that is accessible wherever life takes you. Establishing relationships with each of our clients provides insights that take our financial services beyond the numbers and the reports.
Red Clover offers a balanced approach to living, spending, saving, and investing that inspires comfort as well as confidence, for a realistic financial pathway. We know life is not static, so neither are our plans. Our services follow you across the miles and over years, as life brings changes. We use technology tools to keep you thinking about the big picture as well as to watch the details, and we anticipate decisions that could impact your plans.
We factor "happiness" into the wealth building process, taking the time to uncover what you like to spend time doing, what lifestyle you desire, what you dream about for your children, your retirement, and other life goals. We use this information to create tailored financial plans.
Kathleen Cote, CFP®
Owner and Principal
Although she loved helping people work toward their financial dreams, she realized that just focusing on the investments wasn't enough. She wanted to provide a service that not only delivered investment results but helped clients with their entire financial picture, including insurance, benefits, debt, taxes, estate planning, and social security. After all, those financial aspects impact the bottom line just as much as investment decisions. To realize her vision and truly help clients, Kate established Red Clover.
Kate is a Certified Financial Planner (CFP®), a commitment that goes beyond simply advising to include strategizing, creating, and delivering financial plans that serve as a comprehensive, action-oriented roadmap. She is adept at connecting all the dots for clients, asking the hard-hitting questions and sharing hard truths so that they fully understand and appreciate all the pieces and parts of their financial wellness equation.
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