Broker Check
Karen McNabb, CFP®

Karen McNabb, CFP®

LPL Financial Advisor

Question: Are you making a decent living in your career but at the end of the day, wonder if where you’re allocating your money is right for you now?  How about later in life?

Do you ever daydream about your future but catch yourself because you have no idea how to get there?

Is your business thriving but you don’t seem to have enough time in figuring out your own finances?

Do you lose sleep over paying the bills or saving money?

If you have ever asked these questions then I’m glad you’re here!

My name is Karen McNabb and I am a CERTIFIED FINANCIAL PLANNER™  practitioner.  I help women business owners and their families create financial independence.

In my former life I was a counselor working with kids, but I was laid-off which lead me into the passionate career I have now – working with families for the past 17 years in developing a plan to ensure their money is working towards what THEY want in life – whether it be funding college, saving for a dream home, or to ensure they can retire the way they want.

Many people think I just work with investments or insurance products.  While I do, there’s so much more to financial planning.  The process of planning is similar to that of a coach.  We identify your goals (i.e. what you want out of life), I analyze your current financial position, develop real and down-to-earth strategies, make a plan of action….then monitor your progress.  Financial planning is not a one-and-done experience.  It’s dynamic and changes as much as you do and will follow you in real-time.

If you’re willing to invest some time to have a chat with me at zero cost to you to see if what I do can help you design a plan towards the life you’re dreaming about, then hop on my calendar!

LPL Financial, Inc. is not affiliated with any other entities referenced.  09/21