About Us
Comprehensive Financial Planning
Why Access Planning Partners (APP)?
Comprehensive Financial Planning
We are dedicated fee-only financial planners. We have a fiduciary duty to act in our clients best interest. Have questions about investments, taxes, retirement, and/or estate planning? We start by clarifying where you are right now. Then we build you your own financial web page so you always know where you are AND where you are going.
We are dedicated fee-only financial planners. We have a fiduciary duty to act in our clients best interest. Have questions about investments, taxes, retirement, and/or estate planning? We start by clarifying where you are right now. Then we build you your own financial web page so you always know where you are AND where you are going. Our ongoing relationship allows us to be ready for anything life brings you. We can help you make good decisions based on your life goals and philosophy. Come talk to us.
Which 30 life cycle are you in?
Why Access Planning Partners (APP)?
Comprehensive Financial Planning
The first 30 is when your are just getting started in your career and family. Maybe you want a home but also you may have student debt. A debt reduction and saving plan will help. The second 30 you are accumulating your wealth. You'll have career opportunities to consider, tax reduction strategies to take and dreams to build. Our inv
The first 30 is when your are just getting started in your career and family. Maybe you want a home but also you may have student debt. A debt reduction and saving plan will help. The second 30 you are accumulating your wealth. You'll have career opportunities to consider, tax reduction strategies to take and dreams to build. Our investment team designs portfolios to build your wealth. Finally, the third 30, is when you reap the benefits of all your hard work. But what is the best way and when is the best time to take distributions of your money? We will create your retirement paycheck to meet all your needs.
Why Access Planning Partners (APP)?
Why Access Planning Partners (APP)?
Why Access Planning Partners (APP)?
Accountable Proactive Partnership. We keep you accountable by working with you to organize your financial life and help you follow through on financial commitments. We proactively assess any potential life transitions that might be coming, and create the action plan necessary to address and manage them ahead of time. We take the tim
Accountable Proactive Partnership. We keep you accountable by working with you to organize your financial life and help you follow through on financial commitments. We proactively assess any potential life transitions that might be coming, and create the action plan necessary to address and manage them ahead of time. We take the time to get to know you and understand your needs and goals, working in partnership with you and on your behalf (with your permission), and offer transparency around our own costs and compensation (fee-only, no commission, no product sales).
Our Team
Catherine Morgan CPA, CFP®
Cathy began her career as a CPA in 1994, specializing in individual and business tax. Over the years she saw a disconnect within the clients whole financial life. Obtaining her Series 65 Investment Adviser Representative license in 2016, she went on to study and obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2017. As an APP par
Cathy began her career as a CPA in 1994, specializing in individual and business tax. Over the years she saw a disconnect within the clients whole financial life. Obtaining her Series 65 Investment Adviser Representative license in 2016, she went on to study and obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2017. As an APP partner, she is dedicated to the Fee-Only Comprehensive Financial Planning process with full fiduciary duties to plan with the client's best interest in mind.
Currently not taking any new clients.
Check back later in 2025 for new offerings.