I Am Here For You Virtually!

How often recently have you woken up worried or gone to bed at night with your mind racing? For most of us, our schedules have been turned upside down; we don’t know what’s going to happen with our businesses or jobs; we’re concerned for loved ones; and we’re apprehensive about the markets and the economy. We get it. We are living in unprecedented times. But we can take comfort in our history and know that just like other unprecedented times, we will get through this. 

Red Clover Financial Planning is here for you. We care about every worry or question you have and are tirelessly committed to helping our clients make financial decisions that support their life goals.

We’re Open For Business

Our systems and workflows have always been set up to work with you remotely. Thanks to technology, we can meet “face-to-face,” share documents securely, and connect with each other from the comfort and safety of our own homes.

You are our number-one priority. So if you have questions or concerns about your money, your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial stress, we are here as your shoulder to lean on. 

Hope For The Future

Our markets are on quite the roller coaster, volatility will probably continue, and we don’t know when we will resume life as normal, but we are thankful for the opportunities these times of hardship present. The coronavirus outbreak is making us all reflect on our mortality and our daily lives so we can make positive changes. Social distancing is giving us the chance to see what we miss, what we’re glad we’re not doing, and think about what we would like to change about our lives once things go back to normal.

Just think about what a celebratory day it will be when we can once again be with our family and friends, doing the things we love. Take this time to reflect on your priorities and goals and align your finances with your values.

We Are Here For You!

No matter what the markets do or how the economy recovers, you have opportunities to make the best out of any situation. We are here to answer any questions you have and help you make financial decisions that support your life goals. Contact us anytime to schedule a call or virtual meeting by calling 703-677-4587 or schedule a free 20-minute phone call online.

For those of you experiencing a loss of income due to the coronavirus outbreak, I’m offering pro bono services to help you through this difficult time. Click here to schedule a call.

About Kate

Kathleen Cote is the owner of Red Clover Financial Planning, an independent financial advisory firm that offers its clients a personalized, holistic approach to financial health and personal happiness that is accessible, no matter where life takes them. Kate has over 20 years of experience in the financial service industry and is a Certified Financial Planner (CFP?). She is committed to delivering financial plans that serve as a comprehensive, action-oriented road map. As a military spouse and after years of experience helping government employees, Kate is well-versed in the benefits and challenges employees in these areas face and desires to help them maximize their opportunities to live their best life now. To learn more about Kate, connect with her on LinkedIn.