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We Plan. You Soar.


Independent | Objective | Planning-Centric | Fiduciary | Fee-Only

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Client Centered

"The future belongs to those who believe in the beauty of their dreams."

- Eleanor Roosevelt

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two women seated next to each other talking, one holding pen and notepad

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two women seated across from each other at a table talking and looking at iPad

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Our Approach

Our Approach

Life is short. Too short to be worrying about your finances all the time. Life is about love and laughter, family and friends, experiences, helping others, and finding fulfillment in the things that matter most to you.

At Katapult, we empower our clients to use their money to live their most meaningful life. We work with you so you can spend less time worrying about your money and more time taking care of yourself and the people and things that are most important to you. We will help you achieve your own definition of success, whatever that may be.

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“May your dreams defy the laws of gravity.”

- H. Jackson Browne, Jr.

We Work With

Professional Women

You’re thriving in your career but haven’t had the time to organize your financial life. Together we’ll bring clarity to your money, simplify decisions, and make sure you’re on track for the future you want.

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Women In Transition

Change (whether expected or not) can feel overwhelming. We’re here to help you find clarity, understand your options, and move forward with confidence as you navigate a new chapter.

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Retired Professionals

You’ve worked hard to build the life you enjoy. Together we’ll create a plan that helps you live comfortably and confidently in retirement, knowing your resources can support the future you envision.

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Ready for the next step?

Ready for the next step?

It's your life... you should live it the way you want. We are not here to tell you what your goals should be, we are here to help you achieve them. 

Please note that we are currently not accepting new clients. Please click the link below and send us a note if you would like to be added to our waitlist.

Have a question or want to join our waitlist? Send us a note!

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