Financial Expert Serving
Businesses and Individuals
At Kate’s Castle, we provide clients with a diverse range of knowledge and resources to deliver a customized approach that is tailored to their individual needs. Our solutions are personalized to address unique situations, and we place a high priority on client education to ensure that you feel confident and informed when making financial decisions moving forward.
How We Can Help
When you choose our services, we take on the role of your project manager, coach, resource center, and support system for all your financial needs. For business clients, we offer the added benefit of our extensive education and experience in business management, employee management, and asset management.
Company History
Kate’s Castle was founded with a goal of providing financial assistance to a wider range of people. The company’s name was coined by Ava, a brilliant five-year-old daughter of a close friend. Ava and Kate share a close bond and would often discuss their dreams, including opening restaurants (Kate’s Kitchen), daycares (Kate’s Kids), coffee shops (Kate’s Coffee), and more, and Ava named them all. When asked where all these businesses would be located, Ava suggested they be kept in the village surrounding Kate’s Castle. The idea was born, and the business created.
Why Choose Us
When it comes to financial services, many companies choose to niche down. This is usually a good thing as it clarifies their role, but it also means having to go through multiple sources to get information on your financial health. As a result, you may make decisions in one area without thinking about how it might affect another.
We leverage our experience working in multiple corporate companies and government agencies to give you the full picture so you can anticipate obstacles and achieve your goals faster. We’ve helped many people improve their personal finances or get their businesses started, and you could be next!
What’s Behind the Name
Our owner found that calling her company a "castle" holds much more meaning than just a little girl’s naming skills. She was able to encompass all her goals and dreams under the same dream umbrella - the metaphorical castle. Now, she helps others build their version of a "castle", and accomplish their own dreams.
Company Values
At Kate’s Castle, we strive to deliver exceptional services with integrity and compassion. Through our effective leadership, innovative mindset, and financial background, we’ve been able to empower many of our clients to attain financial independence.
About the Founder
Business has always been Kate’s passion. She even wished for a cash register for Christmas when she was a child! She gave her entire family Monopoly money so they could purchase items from her pretend shop. Drawing upon her extensive background in corporate management and accounting, as well as years of education, she has successfully transitioned into the role of CEO, and business and financial consultant.
Educational Background
Kate holds a bachelor’s degree in Business Accounting and a master’s degree in Business Administration, both of which entailed comprehensive coursework covering topics such as:
Principles of Economics and Accounting
Advanced Financial Accounting
Business Law
Marketing
Corporate Finance
Data Analysis and Business Analytics
Strategic Planning and Implementation.
Building upon this academic foundation with years of practical experience, we are equipped with a wealth of knowledge and resources to offer our clients.
Professional Experience
Kate has worked in various settings, ranging from small businesses to large corporations, including a Fortune 500 company, as well as government agencies. In these roles, Kate has audited investment advisors, managed accounting procedures, handled regulatory filings for businesses, overseen employees, created processes and procedures, and developed training programs. This diverse range of experience equips the company with the necessary tools to assist others in creating their own businesses or improving their financial future.