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She believes that most business owners care deeply about their employees and want to provide them a benefit that helps relieve financial stress, and sets them on a path to financial stability and freedom. The hallmarks of Kat’s approach with clients are endless curiosity for problem solving, a creative nature that does not like to take no for an answer, and a strong focus on partnership and connection. She is committed to sustainability, equity, community, and helping clients create retirement strategies aligned with the values they lead and live with. Retirement planning is no longer solely about how much money you can save before you reach retirement age. It’s about figuring out what steps you can take to be able to spend your time on the things that are most important to you, now and later. Kat’s why includes her two young adult daughters, the village that helped her raise them, and the desire to live out her own life as part of the solution, having enough to be able to share with those in need. She has over 20 years of experience in working with retirement plans and helping employees plan for retirement. She has a B.S. in Business Management and holds the Certified Investment Management Analyst certification administered by the Investments & Wealth Institute in conjunction with Yale School of Management. For more details you can read her Linked In Profile here. https://images.squarespace-cdn.com/content/v1/60fa08bca3b1cf6e6399dfc1/1642023123701-SXU1B85IV99SZAPUWHRZ/206a0024-edit.jpg Meet Katrina and Team - Katrina (Kat) Bell, CIMA® Kat’s passionate about using retirement plan design and financial planning to create impactful outcomes for businesses and their employees. She believes that most business owners care deeply about their employees and want to provide them a benefit that helps relieve financial stress, and sets them on a path to financial stability and freedom. The hallmarks of Kat’s approach with clients are endless curiosity for problem solving, a creative nature that does not like to take no for an answer, and a strong focus on partnership and connection. She is committed to sustainability, equity, community, and helping clients create retirement strategies aligned with the values they lead and live with. Retirement planning is no longer solely about how much money you can save before you reach retirement age. It’s about figuring out what steps you can take to be able to spend your time on the things that are most important to you, now and later. Kat’s why includes her two young adult daughters, the village that helped her raise them, and the desire to live out her own life as part of the solution, having enough to be able to share with those in need. She has over 20 years of experience in working with retirement plans and helping employees plan for retirement. She has a B.S. in Business Management and holds the Certified Investment Management Analyst certification administered by the Investments & Wealth Institute in conjunction with Yale School of Management. For more details you can read her Linked In Profile here. https://images.squarespace-cdn.com/content/v1/60fa08bca3b1cf6e6399dfc1/1656186792729-5B05GY1ZBOAY4M7EGBBD/ZUNA_TRANS_Logo_White_BG_V_TM.png Meet Katrina and Team - Katrina (Kat) Bell, CIMA® Kat’s passionate about using retirement plan design and financial planning to create impactful outcomes for businesses and their employees. She believes that most business owners care deeply about their employees and want to provide them a benefit that helps relieve financial stress, and sets them on a path to financial stability and freedom. The hallmarks of Kat’s approach with clients are endless curiosity for problem solving, a creative nature that does not like to take no for an answer, and a strong focus on partnership and connection. She is committed to sustainability, equity, community, and helping clients create retirement strategies aligned with the values they lead and live with. Retirement planning is no longer solely about how much money you can save before you reach retirement age. It’s about figuring out what steps you can take to be able to spend your time on the things that are most important to you, now and later. Kat’s why includes her two young adult daughters, the village that helped her raise them, and the desire to live out her own life as part of the solution, having enough to be able to share with those in need. She has over 20 years of experience in working with retirement plans and helping employees plan for retirement. She has a B.S. in Business Management and holds the Certified Investment Management Analyst certification administered by the Investments & Wealth Institute in conjunction with Yale School of Management. 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