Kate Cote, CFP®

Red Clover Financial Planning

Kathleen Cote is the owner of Red Clover Financial Planning, an independent financial advisory firm that offers its clients a personalized, holistic approach to financial health and personal happiness that is accessible, no matter where life takes them. Kate has over 20 years of experience in the financial service industry and is a Certified Financial Planner (CFP®). She is committed to delivering financial plans that serve as a comprehensive, action-oriented road map. As a military spouse and after years of experience helping government employees, Kate is well-versed in the benefits and challenges employees in these areas face and desires to help them maximize their opportunities to live their best life now.