Your Team of Expertise

Kathy Reich

Kathy Reich, Founder and CEO

Kathy Reich CPA, (CA & CMA), CPCC is a seasoned financial professional whose diverse set of leadership skills provide her with an extraordinary perspective for her clients.

Her intimacy with the issues families face is both personal and professional. As a Certified Life Coach, Kathy is uniquely qualified to help your family successfully navigate the minefields and obstacles of managing sensitive family dynamics.

Combined with over 30 years of experience as a Professional Tax Accountant, Chartered Accountant, CFO and Executive, Kathy offers her clients a diverse and unique service: Chief Family Financial Officer.

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Our recommended
reading list

Raising Financially Fit Kids Raising Financially Fit Kids
by Joline Godfrey


The Ultimate GiftThe Ultimate Gift
by Jim Stovall


The Secrets of Happy FamiliesThe Secrets of Happy Families
by Bruce Feiler