Catherine A. Morrison

My Process

Many professionals and families reach a point—often as retirement approaches or responsibilities grow—where financial decisions become more complex, but clarity hasn’t necessarily kept pace. Investment decisions, long term legacy goals, and the tax implications surrounding them can intersect in ways that feel difficult to manage alone. My role, along with our team at Conservant Capital, is to help bring structure and clarity to the full financial picture so clients can move forward with confidence. We work with professionals and families navigating complex retirement and legacy planning needs. As a team, we develop comprehensive plans and manage investments with a disciplined, long term approach—rather than focusing on isolated decisions, we help clients understand how each choice can fit into the broader plan over time. We also coordinate thoughtfully with clients’ accountants, attorneys, and other trusted professionals to help ensure planning decisions remain aligned as life evolves. As circumstances change, we remain actively engaged—adjusting plans and investment strategies as needed, communicating clearly, and helping clients stay confident in their direction. As a CERTIFIED FINANCIAL PLANNER® professional, I place a strong emphasis on education, responsiveness, and long term relationships. Clients often tell me they value having a team that helps them understand the implications of decisions and feel comfortable with both the process and the path forward.