We Understand Your Challenges

 

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  • Thank you for taking the time to visit our website!  Having successfully achieved several career changes, I appreciate the challenges of navigating the rough waters and high tide of transitions.  Never has the need for comprehensive planning, well-orchestrated execution, and a willingness to change been greater.  If successful, the experience can be personally and financially rewarding.  Failure to achieve an effective transition can lead to personal insecurity, family disharmony, and financial chaos.
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  • My first career transition occurred the day I walked through the doors of First National Bank of Chicago.  I had graduated from a small liberal arts college in Minnesota after several years of working for my father’s food brokerage firm.  During the career that followed, I successfully orchestrated five major professional transitions: from commercial banking vice president to  banking industry association executive; followed by positions in technology, consulting and insurance.  My most recent transition led me to tax, retirement and estate planning with a major insurance company that was also a player in the broader field of financial services. 
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  • Like it or not, we are all in transition.  Over time, we change – with or without intent.  We may not like and cannot control all of the circumstances, but we can choose our response.   With the founding of Financial Legacy Builders, I embarked on a sixth transition.  As a professional transition advocate, I help clients evaluate circumstances and make better choices.  Together, we utilize experience, passion and drive to achieve financial goals and create a lasting legacy – for their business and in their personal lives. 
 Thank you for inviting us into your journey, 
Kathleen M. Bogolin