Planning

Planning

Personal Financial Planning

Retirement, first home, college for the kids, they all need a plan…

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Investing

Investing

Investment Advice

401k, IRAs, mutual funds, where do you start? I'm here to help…

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Taxes

Taxes

Tax Preparation

Applied Advisor is a full service planning firm— taxes too…

Tax Preparation
Client Links

Client Links

Links for Current Clients

Access the Lockbox or schedule an appointment…

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Welcome to Applied Advisor

Empowering our clients to make better financial decisions Fee-Only Financial Planning by Kathy Hentges, CERTIFIED FINANCIAL PLANNER™
Applied Advisor will address your financial health and well being with services that include retirement planning, investment selection, asset allocation, tax preparation, debt reduction, cash flow management, tax planning, education planning and more. Applied Advisor is a fee-only financial planning firm.
By using this website you agree to these terms and our privacy policy.

Select A Planner

CFP Board of Standards tools.
01. Blank Checklist for Your Use (37KB) PDF: Interviewing a Financial Planner
02. My Completed Checklist (99KB) PDF: My Answers
03. Understand the Answers (29KB) PDF: 10 Questions for a Financial Planner

The CFP® Mark

Learn more here
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.