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Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, Katherine Forrester will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Let Katherine help you ensure your financial future is all you want it to be.
Katherine Forrester on FOX9
Watch Katherine Forrester, Wealth Management Advisor, on FOX 9 (KMSP-TV) share her expertise about personal finances for today’s families and individuals. In this month’s segment, Katherine discusses tips to help small business owners – recognizing that personal and business finances are integrated, developing and following a plan, attracting and retaining talent, and having a business continuation strategy.
Click "Play" on the image below to watch the video. To view FOX 9 videos from previous months, please click here.
F&C names Katherine Forrester to Top Women in Finance
 Finance & Commerce has selected 50 honorees for the 2011 Top Women in Finance awards. The awards recognize the efforts of women who are making notable contributions to their professions and communities.
To read the article, please click here.
Katherine Forrester In the News
Advisor Today: Women on the Move
AdvisorToday.com interviewed Katherine Forrester and two other women for their article "Women on the Move" to find out why they chose this field and what it takes to succeed.
Plan Now for Your Future
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. To help clients achieve their objectives, Katherine Forrester works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so Katherine uses a four-step approach in working with her clients:
Katherine Forrester's planning process is unique – she starts at a different plane than other advisors. She starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals. Then she focuses on the issues below the horizon – Strategies, Tactics and Tools. By staying above the horizon and gaining clarity around your goals, Katherine can help you make wise choices about the solutions below the planning horizon. Working in the best interests of her clients is Katherine's business, and she takes this role very seriously. Whether you're concerned for your own planning needs, your family or your business, Katherine Forrester can help you find the right answers. Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.
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