Life Planning using Life Insurance
Kathy has been a successful small business entrepreneur for 40 years. As a Life Planner she enjoys having a conversation about where people are in life and business and where they want to go. She then helps them develop a road map, with built in flexibility, to assist them in reaching their desired destination. Life insurance in one of the tools she uses in this process. She is the co-author of two books, co-founder of Adopt A Grandparent Day, serves as a board member for the Women’s Resource Center, long time volunteer at Northwood Church, and very involved with her family.