Kathleen Griffin

Lead Planner

Kathy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with more than 15 years of professional experience in consulting and financial advice.  Financial planning is her second career and her passion; and she especially enjoys working with busy people who need help creating a solid financial plan that frees them up to focus on the rest of their life.  She takes the time to understand her clients and tailors the planning process to meet them where they are, whether they are beginners or pros.

Kathy lives in a Boston suburb with her husband and four daughters. When she’s not working, she enjoys rowing, gardening, and relaxing at the beach.

Education: College of the Holy Cross (BA)

"So often in life things that you regard as an impediment turn out to be great, good fortune." - Ruth Bader Ginsberg

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Get to know Kathleen

Our favorite activity during pandemic lockdown was a late afternoon walk on the beach.

My summer garden.

My favorite summer activity — rowing.

My attempt at an artsy beach picture.

What are you currently watching on Netflix?

Schitt’s Creek

If you could visit anywhere in the world you've never been, where would you go?

When we can travel again, I’d love to explore Portugal.

What are you passionate about?

Being a mom.

What's the last book you read?

“The Book of Two Ways” by Jodi Picoult.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.