Katherine Badertscher, CFP®, CDFA®, BFA™

I strive to provide thoughtful, personalized financial guidance that helps clients define what matters most, understand their choices, and move forward with clarity and confidence. As a financial advisor and co-owner of Security Financial, Inc. & founder of Suddenly Solo®, I provide investment management, financial planning, and guidance through significant life transitions, including divorce and the loss of a spouse.

I work with clients at many stages of life, with a particular focus on busy professionals whose growing income, assets, and responsibilities have made their financial lives more complex; women preparing for, navigating, or rebuilding after divorce; and individuals adjusting to life after the loss of a spouse. I help clients bring the pieces together, understand the full financial picture, and turn their financial resources into a clear plan for the future.

My role is not to make decisions for my clients, but to provide the knowledge, perspective, and support they need to make informed choices for themselves. I began working in investment management in 2008 and started assisting clients through divorce in 2012. That experience revealed how easily someone can become disconnected from the family finances and inspired my development of Suddenly Solo®. Today, I help clients become more knowledgeable, confident, and engaged participants in their financial futures.