Kate Slocum, CFP^®

ArborFi Advisors is a boutique, fee-only financial planning and investment management firm located in Ann Arbor, MI. We specialize in providing personalized financial planning services that are unique to each individual we work with. Our CERTIFIED FINANCIAL PLANNER™ professionals partner with you for the long term, developing and updating a customized plan to keep you on track no matter where life takes you. ArborFi Advisors serves all of our clients as an independent fiduciary, providing conflict-free advice while never accepting commissions of any kind. Our approach doesn’t start with who we are – it starts with who you are. By personalizing a plan and placing your values, aspirations, resources, and time horizon at the center of all financial decisions, you’ll be in the best position to realize the future you desire. Financial planning is much more of a process and partnership than it is a product or one-time exercise. Anyone can quote rules of thumb and share opinions about the “right” money moves to make. But there isn't one solution to how money should be invested. Your financial plan must look at your specific situation, goals, and potential hurdles in order to provide guidance on what makes the most sense for you. As life changes, we'll be there along the way to help make adjustments and ensure you're still on track to reaching your most important financial goals.

Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Identity Theft, Job Loss, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes, Women's Finances