Thanks for taking the time to visit our website. Instead of the typical bio, I wanted to share a personal note.
I’ve been helping families and business owners with financial planning since 1984. It’s been a wonderful career and a profession I love. Raskin Planning Group is a fee-based firm which means we choose to provide advice for a fee, not a commission. We do help clients implement certain financial strategies, like insurance products, that pay us a commission. This is fully disclosed in advance and it is not required that clients implement these products with us.
As a fellow business-owner, I really enjoy working with business owners and their families. They often have complex and challenging financial circumstances that utilize my expertise and experience. Please review my credentials below. I also find many business owners are active in the communities they serve and live in. We have a similar work ethic and values. A successful business-owner truly appreciates their clients and customers, employees, business partners and families.
When helping people plan for their tomorrow’s, I’m not satisfied asking only the simple questions, and I don’t settle for easy answers. Wealth is a journey and it takes dedication, intelligence and discipline to get to your destination. Planning is the process the helps you visualize, plan, manage and track your progress. Enjoying your journey and then passing on memories, values and wealth to heirs is the ultimate success story.
Together, there’s much we can accomplish.
Kathryn is the consummate financial professional. She has 10 years of experience in financial services. Kathryn enjoys helping people define and pursue their life and financial goals. While she has financial savvy, it’s the application of what she knows, and what clients want, that drives her passion at Raskin Planning.
Kathryn has a Certificate in Financial Planning from Boston University and completed her Certified Financial Planner designation also. Kathryn also earned a Bachelor’s Degree from Earlham College in Richmond, IN.
Kathryn started her financial career working in New Jersey then decided to move back to Boston to be closer to family. And we’re glad she did.
Kathryn enjoys discovering affordable fine wines, traveling, and learning the conversational foreign languages. She has studied in Greece and has traveled abroad including: France, Austria, Russia, Netherlands, England, and Canada.