Kate Slocum
CFP®
ArborFi Advisors, LLC
Financial Advisor
Kate Slocum
CFP®
ArborFi Advisors, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kate Slocum, CFP®
Fee-only Financial Advisor located in Ann Arbor, MI, serving clients locally and throughout the United States.
Kate Slocum is an Ann Arbor, MI fee-only financial planner. ArborFi Advisors provides personalized financial planning and investment management for individuals and families so they can free up time and energy to focus on what they love most. As a fee-only, fiduciary, and independent financial advisor, Kate Slocum is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kate Slocum is a fee-only financial advisor at ArborFi Advisors located in Ann Arbor, MI.
Work Experience
- ArborFi Advisors, Financial Advisor, Ann Arbor, MI
- Exchange Capital Management, Lead Advisor, Ann Arbor, MI
- Talmer West Bank, Wealth Advisor, Ann Arbor, MI
- KeyBank, Relationship Associate, Ann Arbor, MI
- Merrill Lynch, Sales Assistant, Saginaw, MI
Education
Loyola University of Chicago, BBA, Economics 1993
Professional Certifications
Certified Financial Planner (CFP) 2018
ArborFi Advisors is a fee-only, boutique, Registered Investment Advisor (RIA) located in Ann Arbor, MI. We provide personalized financial planning and investment management for individuals and families so they can free up time and energy to focus on what they love most. Our CERTIFIED FINANCIAL PLANNER™ professionals will partner with you to understand your unique passions and values in order to develop a plan that is tailored to you. ArborFi Advisors serves all of our clients as a fiduciary and provides conflict-free advice while never accepting commissions of any kind.
More detailed information regarding ArborFi Advisors' business practices and key personnel can be found in our Form ADV Part II Uniform Application for Investment Registration.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Estate Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Widows and Widowers
- Women in Transition
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Kathleen Slocum is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kate Slocum is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Kate Slocum
Office Locations:
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2395 S Huron Pkwy
Suite 101
Ann Arbor, MI 48104
