Applied Advisor

Empowering my clients since 2003.

Applied Advisor will address your financial health and well being with services that include retirement planning, investment selection, asset allocation, tax preparation, debt reduction, cash flow management, tax planning, education planning, and more

Fee-Only Financial Planning by Kathy Hentges, CERTIFIED FINANCIAL PLANNER™

Are you saving enough for retirement? Will you ever be able to buy a house? How can you make the most of your employer stock options? What do you do with an inheritance? These are just a few of the financial questions I help clients answer every day

My practice exists in the space between going it alone and having an advisor take over You know enough that you don’t need someone else to manage your investment portfolio, but you want honest, professional feedback and guidance This is where I can help

Filing your taxes doesn’t need to be confusing or frustrating You want someone who understands your situation, does your taxes properly, and eases your worries I work with individuals, domestic partners, married couples, and single member California LLCs

“A goal without a plan is just a wish.”

– Antoine de Saint-Exupéry