Professional
As a Financial Advisor, Caitlin has developed a relationship-driven approach to helping her clients. Prioritizing her clients priorities and values has brought a higher level of personability to Caitlin's financial planning. Working together with her clients, Caitlin utilizes a clients life vision to formulate the best plan to help achieve each and every single goal.
Caitlin, knowingly entering a male dominated industry, has dedicated herself to her mission of maximizing the accessibility to comprehensive financial planning for all, with a major focus on hospitality. Wanting to tie together her passion for customer service and professional capabilities, building this business was the best of both worlds for Caitlin.
Partnering with Northwestern Mutual's Boston firm, Caitlin has access to a phenomenal support team to aid her in pushing the limit on client satisfaction. Caitlin wants to work with individuals from every point in life, from those navigating life post-college, to those close to the golden years of retirement. She is out to change the perception of financial planning, one person at a time.
Personal
While Caitlin can be deemed quite a workaholic, only when she thoroughly enjoys her work (which she absolutely does), she does also have a plethora of extracurricular activities she loves to partake in. These include, but are not limited to: traveling, swimming, hiking, yoga, CrossFit, reading, lounging on the beach, boating and spending time with her pets. Caitlin values most her personal relationship with her family.
When not working, Caitlin can be found either on Newfound Lake in Bristol NH, or on the beach in the sleepy town of Humarock MA. You would find an obnoxious amount of sunrises and sunsets in her camera roll from these two home away from home spots.
Areas of Expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning
Investment Planning & Strategies
Advisory Services
Tax-Efficient Strategies