Kate Holmes, CFP®
Belmore Financial LLC
After graduating university in Melbourne, Australia, Kate returned to the U.S. to work for an RIA. They created a position with the ultimate goal that she would run the firm. Over nearly eight years she became a Principal. But it was increasingly clear her outlook for the firm, and the industry, differed from that of the other, older, owners.
She left to launch Belmore as a financial coaching practice that doesn’t manage assets or sell products. She focuses on working with those under 40, encouraging her clients to be honest with themselves and what they truly want before diving into the financial side of things. The first question Kate asks is “When are you happiest?”
Kate is a contributor to Time/Money and is regularly quoted in the media where she’s able to extend her reach in helping to change the conversations we’re all having.