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Karen Rinehart

Karen Rinehart

Business Development Director,

Financial Planning Analyst

Personal Intro

I create ‘aha’ moments with numbers. I do the heavy lifting -compiling data, completing calculations, and stress-testing strategies. I help you see what’s possible in what you already have and what you are capable of building. I help you see your existing resources in fresh new ways, define your options, and structure action plans that put you in control. I help make your money work for you, not the other way around.

Qualifications

  • CFP® Professional
  • Over 20 years experience as a financial planner and financial advisor
  • CFP® course instructor for other financial advisors
  • Achieved Managing Associate role in 7 years while with Henssler Financial in GA, overseeing all financial planning activities of other advisors

Roles & Responsibilities

  • Assist clients with collecting, researching and compiling information
  • Creating scenarios based on risks clients expect to face or hope to avoid
  • Complete tax, financial, compensation, benefit and related calculations on which to base recommendations for change
  • Review client employer benefits and compensation structures for recommendations on elections and changes
  • Help clients keep on track with financial plan action items with reminders, accountability and updates on completed items
  • Provide regular updates on client action item status and plan progress
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