Kate Leonard

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Dr. Leonard (Kate) focuses on clarifying the unique challenges faced by clients.  Financial decisions are made in the context of families and life experience.  She helps clients work through decisions that are difficult but essential to make.

Kate has over 30 years’ experience working with families as a clinical psychologist. Her significant experience in helping families with unique and challenging issues will be an asset to the firm and her clients.

Her interests include special needs planning, disability, estate settlement and long-term health care issues.

Financial planning is complicated, involving many factors sometimes with competing interests. Some decisions can be heart wrenching to make.

We tend to be biased towards our preexisting beliefs that may impact our ability to think clearly and rationally.

 Working with clients, Kate provides tools to help minimize the influence of biases in financial decision making. She helps clarify and prioritize your values and how to protect what is important to you.


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