Kathryn  Allen

Kathryn Allen

| CFP®

Aspen Wealth Management

Fee-Only Financial Planner serving the Fort Worth, TX area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

4200 S Hulen
Suite 662
Fort Worth, TX 76109

5004 Thompson Terrace
Suite 102
Colleyville, TX 76034

Kathryn Allen is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Kathryn Allen is a NAPFA-Registered Financial Advisor, a member of the Financial Planning Association,and a  CERTIFIED FINANCIAL PLANNER™ professional.

Kathryn graduated from Kansas State University with a degree in Business Finance.  Her early career was in banking.  Later, she discovered a passion for financial planning, earned her CFP®, and worked with a large financial services firm.  She is now a principal in Aspen Wealth Management.

At Aspen Wealth Management, our mission is to inspire clients to make informed decisions through education, communication, and service exceeding their expectations. We do comprehensive financial planning helping clients manage their entire financial universe, and giving them a sense of confidence about their financial future.

In her spare time, Kathryn is involved in a variety of community organizations including the Colleyville Chamber of Commerce, Colleyville Rotary.  She also serves on the board of the Grapevine-Colleyville Education Foundation.

Meet Helen Stephens, CFP®