Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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About Catherine
Catherine Abbruscato is a financial advisor based in the Woodlands, TX. Catherine is able to offer a broad spectrum of financial services, ranging from life insurance to fee-based financial planning and everything in-between. She strives to explain complex issues in easy-to-understand language so that her clients are able to be active participants in the investment process. Her top priority is to understand her clients' financial goals and then select investment options to meet their objectives.
To stay on top of her field and develop her professional skills over her career, Catherine has regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
Credentialed Holistic Financial Coach (Teachers College, Columbia University)
Certified Financial Planner TM (CFP)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Securities Registration: Series 7 and Series 66
Whether it is your first time meeting with a financial advisor or you're looking for something new, please schedule time to see how we can help.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Why work with a financial professional?
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. I work with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way. The most important work we do is getting to know who you are. We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
What to expect
I take a goals-based approach to financial planning and consider your unique circumstances. I recognize that a one-sized-fits-all approach does not work for many people. By collaborating with you, I will formulate a strategy to help you identify, quantify, and make progress towards your financial goals. Over time, I will help you make sure that you are staying on track or help you update your roadmap as your life evolves.
I recognize that often people are coming in to the first meeting feeling overwhelmed, so my hope is that by the end of our first few conversations, clients know where they are going and what they need to do to get there.
Who I work with
My clients are people who value professional guidance and are pleasant to work with. I help people who have big aspirations that are looking for guidance on how to get there as smoothly as possible and how to weather the storms.
We look at the entire financial picture, including:
Retirement plan options
Inheritance planning
FIRE/FINE assessment
Education planning/Student loan review
Insurance reviews
Funding a passion project
Philanthropic endeavors
Leaving a lasting legacy
Financial peace of mind