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Kathleen Day, CFP®, CFA

The Enrichment Group

7355 SW 87th Ave
Ste 300
Miami, FL 33173
Phone: (305) 274-1600
Fax: (305) 274-5002

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Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Banking
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Irregular Income
  • Mutual Funds
  • Retirement
  • Life Planning
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.