Dear Pam:

As I prepare for our meeting today, I want to thank you again for empowering me with a financial playbook for my future.

Our engagement last Fall in my retirement planning, particularly the 'deep dive' into my current and future expenses, forced me to step back and evaluate where I had been spending money, and consider where my resources would give me the most satisfaction in the future.

The Implementation Time line has given me a clear, step-by-step schedule of what I need to do (and when) to realize my aggressive goal of retiring at 55. And your thought provoking questions, patient guidance and comprehensive analysis, have truly enabled me to make informed financial decisions that allow me to look ahead with confidence and excitement about my next chapter.

Pam, working with you these past 19 years has been a delight! And I thank you for the strong financial foundation that you have helped me build in order to navigate the many challenges and opportunities that lie ahead!


Marty Wilke


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Catalyst Planning Partners

Pamela C. Atkinson, CFP®
Wealth Management Advisor

Catalyst Planning Partners


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