Barrister Beliefs
Who We Serve
We provide holistic financial planning services to women, multigenerational families, and local business owners, helping them navigate their financial journey with confidence and clarity.
We take pride in empowering our clients by providing the knowledge and resources they need to enhance their financial literacy and make informed financial decisions with confidence.
Our Approach
We start by completing a comprehensive financial plan which takes into consideration every aspect of your financial well-being and provides us with a starting point for crafting a personalized investment strategy for you and your beneficiaries.
Your financial plan is something that we will often revisit and revise as your circumstances evolve over the years so that our financial strategy for you is always relevant - we don't believe in passive management!
Benefits of Working with Us
By working with Barrister Financial, you gain access to legal-educated financial advisors, offering a unique perspective that examines every aspect of your financial life.
Your best interest is our only interest. When it comes to financial planning and advisory services, we act as your fiduciary - your needs are the only topic of conversation and the only thing that matters.
Meet Our Founder
Kathleen Collins, Esq., CRPC
Kathy has 25 years of experience as a financial advisor and began her own firm (originally Kathleen Collins Wealth Management) in 2014.
Her legal education focused on tax and estate law and she also has a masters in psychology which, combined with her decades of experience, allows her to see the full picture of her clients' financial fulfillment and help them find their balance through financial independence.
She is passionate about empowering her clients to make well-informed and goal-based decisions when it comes to their finances and finds joy in helping her clients create a meaningful legacy for generations to come.
Holistic Financial Planning
We offer a range of comprehensive financial planning services tailored to your specific needs and goals. Whether you are just starting out on your financial journey or have already spent several years planning for retirement, we provide the guidance and support you need.
Retirement and Estate Planning
Insurance Strategies and
Tax Efficiency
Protecting your assets and securing your financial future is our priority.
We can help you decide what, if any, insurance policies are best for you. As attorneys, we have experience with tax and estate law concepts and can help educate you on general considerations and potential planning issues to discuss with your tax or estate planning professionals.
Business Asset Management
Investing Efficiently in
Your Business
As small business owners ourselves, we have first-hand experience in growing and maintaining a business through smart tax plans and strategic investments.
Whether you are a one woman (or man!) shop or have a full team of employees, are trying to grow your business to the next level or sell it in planning for retirement, we are here to support you.
Lifestyle Income Management
Goal-Based
Lifestyle Planning
We help you do what you love, for life. Your quality of life should never decrease in retirement. That's why we go through an extensive goal-based planning process with you to help determine the best investment strategies for you and your individual lifestyle today - because with our help, your lifestyle never has to change!
It all starts with a goal. What's yours?
Ready to find your balance? Get in touch with Barrister Financial.
150 Main Street, Suite 16, Northampton, MA 01060
(413) 727-8764
Subscribe to our monthly newsletter, The Barrister Bulletin, for current financial insights.
