Financial decisions are the cornerstone to making any change in life. With clarity & purpose, you can be resourceful.

Cathy shares her financial services knowledge and money management experience in a jargon-free way. Her support and guide individuals, couples and families to overcome financial pain points, define financial goals with confidence and make informed financial decisions.

Cathy offers a confidential in-person or remote service for time poor individuals and business owners who want to plan a brighter financial future.

Through Resourceful Planner’s unique financial coaching & money management process, individuals will feel empowered and be resourceful to identify the solution needed to make meaningful change in life.