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Kate Moseley, CDFA®
Financial Advisor
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Woodstock, GA
👋 About Me
Kate Moseley, CDFA®, helps divorcees, widows & inheritors rebuild their financial identity with clarity, confidence & a plan for the future.
🎥 Meet the Pro
🤝 Contact Me
🛠️ Expertise
🗂️ Practice Areas:
- Divorce financial planning
- Pre-retirement planning
- Retirement transition guidance
🎯 Specialties:
- Supporting divorcees, widows & inheritors
- Lifestyle-based financial planning
- Helping clients create their “new” financial identity
⌛️ Years Experience:
14 years
🏆 Client Wins
- Helped clients rebuild financial confidence after divorce
- Guided divorcees to discover a new financial identity
- Served as a calm, strategic partner through major change
💬 Read Reviews
🎥 Watch My Videos
Quick tips, insights, and real talk about divorce
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👋 Want to Chat?
Schedule a consultation and let’s figure this out together