Your Personal Money Manager
Cathy Koggan provides trusted, professional financial services to individuals and their families. With over 12 years’ experience assisting clients with their day-to-day money matters, she is committed to building long-term relationships based on honesty, accuracy, and prompt service.
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“MY APPROACH IS TO FIND OUT YOUR NEEDS AND KEEP THINGS AS SIMPLE AS POSSIBLE”
Cathy has a BA from Hunter College, cum laude, and worked in Project Management at Johnson & Johnson for 23 years. While serving as health care proxy and Power of Attorney to her aging parents, she utilized her business skills to develop a streamlined system for managing their bills, banking, and insurance needs. She heard from friends and Geriatric Professionals at her parents’ retirement community that there is a great need for someone like her who can offer these services to seniors.
Today, as Your Personal Money Manager, Cathy enjoys working directly with each client to create personalized plans that provide them with peace of mind that their day-to-day household matters are in good hands. As a member of The American Association of Daily Money Managers (AADMM) Cathy subscribes to their Standards of Practice and Code of Ethics.