About My Practice
Our philosophy is one of financial wellness. We work with our clients as much as they like to help them meet their financial goals and manage risk. Specialty areas include retirement planning.
Catharine is licensed to give investment advice (the firm is registered as an investment advisor firm through the state of Maryland) but does so on an hourly basis.
Catharine also prepares tax returns through Catharine Fairley CPA LLC, to those who are interested, on a fee quote basis.
I am a CPA and a CFP® and have been practicing tax and financial planning for almost 20 years. I am happy to send you a complete resume. You can also visit my website at http://www.cfairleycpa.com.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Other - Certified Divorce Financial Analyst (CDFA™)
Considerations: Hourly rate only. $215 per hour eff 10/1/13. Free 30 minute initial meeting to determine if client needs and my practice are well matched.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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