Catherine Heath, Certified Financial Planner professional

06/04/2026

Big milestone over here!

We’re in the final stretch of expanding our office—and today furniture is going in 👏

Once we finish the last few construction items, the tarp comes down and our new space officially opens. It’s been exciting to watch this come together, and we’re so grateful for the clients, colleagues, friends, and family who have supported us along the way.

We can’t wait to welcome you into the new space soon. Stay tuned… it’s almost time ✨

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Big things are happening on the other side of this wall! 🔨👀

The wall is officially coming down to connect our current space with our brand-new suite. We are so excited to grow our footprint so we can continue serving you at the highest level.

The countdown is on; construction wraps up May 29th! Swipe to see the progress and keep an eye on our page for updates. 🚧✨

05/21/2026

Smart investing includes smart allocation. Learn what asset allocation is - and how it can influence results in this video from Ameriprise Financial.

05/21/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/20/2026

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matched, every $1 donated can help provide 20 meals to individuals and families experiencing hunger.* When we all work together, we can end hunger. To learn more, visit https://bit.ly/42zu63a.

*Feeding America secures at least 10 meals per $1 donated on behalf of local partner food banks.

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.