Kate  Slocum,  CFP<sup>&reg;</sup> - Financial Advisor

Kate Slocum, CFP®

Financial Advisor & Managing Partner

ArborFi Advisors LLC

2395 S Huron Pkwy, Ste 101
Ann Arbor, MI 48104-5157
FINANCIAL ADVISOR'S WEBSITE
(734) 345-6980 CONNECT WITH Kate
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General

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.

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Financial Advisor Experience

Kate is a graduate of Loyola University Chicago with a BBA majoring in Economics. She has worked in the financial services industry since 1994 and is a founding partner of ArborFi Advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Employee Benefits, Getting Married, Identity Theft, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources