Kathleen Sablone
Chief Planning Officer @Boston Financial Management, Llc
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WORK HISTORY
Chief Planning Officer @Boston Financial Management, Llc
Boston, MA, US
I develop integrated estate planning and wealth management strategies for high net worth clients. I advise clients on techniques to grow and preserve their wealth, transfer wealth to heirs and establish charitable legacies while working closely with their outside tax advisors and estate planning attorneys. I also perform Monte Carlo cashflow analysis as a tool for conversations about planning and investment goals.
EDUCATION
Harvard University
BA
Boston College Law School
JD, Law
ABOUT KATHLEEN SABLONE
Estate planning attorney providing customized estate and financial planning for high net worth investors and their families. Specialties: Estate and Gift Tax Planning; Charitable Gift Planning; Retirement Planning
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