Their Financial Story - Kate

Her passion My passion is simple: I love inspiring others. 
Her financial goals Taking part in both the University's Retirement Savings Plan and with my own savings, my longterm goal is to be able to fund my kids' college education and retire comfortably with my husband.
Her idea of success Good health and happiness for me and my family.
Her idea of retirement I hope to enjoy my retirement, embracing family and friends through travel, but with the comfort of always returning home to lakefront living with peace of mind.