Kate Slocum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ArborFi Advisors LLC in Ann Arbor, MI and the surrounding communities.
Financial Advisor Overview
ArborFi Advisors is a boutique, fee-only financial planning and investment management firm located in Ann Arbor, MI. We specialize in providing personalized financial planning services that are unique to each individual we work with. Our CERTIFIED FINANCIAL PLANNER™ professionals partner with you for the long term, developing and updating a customized plan to keep you on track no matter where life takes you. ArborFi Advisors serves all of our clients as an independent fiduciary, providing conflict-free advice while never accepting commissions of any kind.
Our approach doesn’t start with who we are – it starts with who you are. By personalizing a plan and placing your values, aspirations, resources, and time horizon at the center of all financial decisions, you’ll be in the best position to realize the future you desire.
Financial planning is much more of a process and partnership than it is a product or one-time exercise. Anyone can quote rules of thumb and share opinions about the “right” money moves to make. But there isn't one solution to how money should be invested. Your financial plan must look at your specific situation, goals, and potential hurdles in order to provide guidance on what makes the most sense for you. As life changes, we'll be there along the way to help make adjustments and ensure you're still on track to reaching your most important financial goals.
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Ann Arbor, MI area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.