Bellevue, WA - Kathy Henningsen, CFP®, CDFA™ has founded and now officially launched, KSH Advisors. A financial planning and investment services firm wholly focused on helping clients grow and use their wealth to create rich and fulfilling lives. Advisory services are offered through KMS Financial Services, Inc.
Henningsen's career spans over 20 years and includes significant experience with Fidelity, Merrill Lynch, First Interstate Bank (now known as Wells Fargo) and most recently, a fee-only wealth management firm. Her woman-owned boutique advisory firm works with clients who share the same family-oriented and community values, concern for their financial future and appreciate the personalized service only a boutique firm can provide.
Henningsen's perspective, insights and knowledge are especially valuable to the women and families she serves often through life's most difficult transitions including death and divorce. Such events can severely impact a person's lifestyle, cash flow and security. Well versed in providing critical financial advice and true partnership through these life changes, Henningsen helps her clients successfully navigate through these events with confidence and control giving them clarity on the road ahead.
As pertains to divorce situations, Henningsen said recently, "I saw too many people a year or two after their divorce struggling with their financial situations often because they unwittingly made poor settlement decisions. I now get involved as soon as possible during the divorce. It allows me to guide, inform and educate them as to the different settlement options and the impact 10 and 20 years from now, so they can make the very best decision for themselves and their families. Divorce is about the money. It's a business decision. You get one chance to do it right and I help people "get it right". In addition, these professional services:
As a Certified Financial Planner (CFP(R)), Henningsen has met rigorous professional standards and adheres to principles of integrity, objectivity, confidentiality and diligence. Before KSH Advisors offer advice, they invest the time to fully understand their clients, their lives, goals and dreams.
Henningsen's fiduciary role as both a CFP(R) and an Investment Advisor Representative aligns with the firm's commitment to put clients first. Any recommendations made must be in their best interest.
KSH Advisors receives fees, through KMS Financial Services, Inc., for assets under management and these fees are fully disclosed to our clients. She also provides financial planning and divorce settlement consultation for an hourly fee.
Life Transitions Expert
A divorce or the death of a spouse can unexpectedly and severely impact a person's lifestyle, cash flow and security. As a Certified Divorce Financial Analyst, Henningsen acts as an advisor to clients and divorce attorneys in understanding how the financial decisions made through the divorce process will impact the client's financial future.
Honesty and Straight Forward Direction
KSH Advisors' core values includes telling clients what they need to know, not necessarily what they want to hear. Clients count on them to provide a rational and objective voice when the market noise and talking heads incite fear or threaten their resolve. As a result, this boutique firm keeps people invested, on course and focused for the long haul.
About KSH Advisors LLC
KSH Advisors is a fee-based comprehensive financial planning and investment services firm located in Bellevue, Washington. KSH Advisors offers a unique wealth management experience to a broad-based clientele with a focus on women and families. Built on transparency, honesty and straightforward guidance, they put you and your family first. For more information on KSH seminars or guest speaking opportunities, please contact firstname.lastname@example.org.