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Kathy Cuevas
Financial Coach
"Kathy's guidance gave me the confidence and peace of mind I needed to move forward in a new direction."
- Brian C.
"Her expertise gave me invaluable insights into retirement planning and investment strategies."
- Mike F.
Testimonials
"I have sought Kathy's expertise on multiple occasions to navigate financial decisions in areas where my knowledge was limited.
The first instance was when she guided me in making critical adjustments to a 401(k) plan that I felt was underperforming. Kathy thoroughly reviewed my original choices and applied her extensive knowledge and expertise to overhaul my portfolio. The results of the changes she implemented were impressively successful.
The second instance occurred about a year ago when I faced the difficult reality of being laid off after 25 years with the same employer. Kathy was instrumental in helping me evaluate my options and make informed decisions during this challenging time. Her guidance gave me the confidence and peace of mind I needed to move forward in a new direction.
Kathy's exceptional expertise, comprehensive financial knowledge, and unwavering commitment to my success make her an outstanding resource. I would highly recommend Kathy to anyone seeking sound financial advice, regardless of their circumstances.
- Brian C.
"Kathy sat down with me, listened to my situation, and helped me craft a budget that not only allowed me to pay off debts but also save for a more secure and brighter future."
- Jennifer C.
"Kathy carefully identified several areas where I
could cut back and redirect those savings toward
my debt, while also helping me establish a solid emergency fund."
- Marcial C.
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