Kathryn L. Fitzgerald, MS CFP - Napa Planner Financial Group

Eldercare Resources

about Nonmedical Home Care about Home Health Agencies about Hospice Care about Medical Equipment about Home Maintenance about Veterans Benefits about Medical Alert about Geriatric Medical Care about Care Management about Reverse Mortgages about Elder Law & Medicaid about Estate & Trust Planning about Financial / Insurance Help about Seniors Relocation SRES about Nursing Homes about Adult Day Care about Assisted Living about Alzheimer's Care about Funeral & Burial Planning

The Eldercare Resource Articles above are written to help you understand the need for and the process of planning for long term care.

There are four key steps to successful long term care planning.
1. Knowledge & Preparation
2. Proper Funding
3. Using Long Term Care Professionals
4.Creating a Personal Care Plan and Choosing a Care Coordinator

Napa Planner Financial Group Kathryn L. Fitzgerald, MS CFP

Kathryn L. Fitzgerald is an independent financial planner with Napa Planner Financial Group. Kathy offers full service, comprehensive financial and retirement income planning and is committed to helping her clients improve their long-term financial success and achieve their financial goals. Her customized programs are designed to grow, protect, and conserve clients’ wealth by delivering a high level of personalized service and expertise.

Kathy is also a member of American Military Group, LLC which is a national company dedicated to helping Veterans and Widows of Veterans with their Long Term Care Expenses by qualifying for the VA's "Aid and Attendance Benefit".

Securities offered through Newport Coast Securities, INC. Member FINRA & SIPC. Advisory services through Newport Coast Securities, Inc., Registered Investment Advisor.

request help or information by filling out the form below

Contact Information
Name*:
Mailing Address:
City*:
State:
Zip:
Email*:
Phone*:
Requests
Please enter your questions, requests or comments:
	We strive to prevent spam. Please answer the question below to show that this is a legitimate request.
What is 2 + 2?*:
Required = *
We respect your privacy. Your information will not be given / sold to any other entity.

service area
	Proudly Serving the Greater San Francisco Bay area and Northern California.
contact us
	Kathryn L. Fitzgerald, MS CFP Napa Planner Financial Group 2061 Monticello Rd. Napa, CA 94558 Phone #: (707) 257-1545 Email: Kathy@NapaPlanner.com Web: www.napaplanner.com www.amb4vets.org
	If you prefer, indicate your needs in the form below and I will contact you to let you know how I can help
about Kathy
	Kathy graduated with a Bachelor’s of Science degree from the University of California at Davis in 1985. After working for a large mutual fund company, she relocated to Napa, CA where she worked for a community bank, an annuity wholesaling firm, and was the operations supervisor for a broker dealer specializing in the banking industry. In 1996, Kathy became an independent financial advisor, achieving her Certified Financial Planner ™ designation in 2004. She earned a Masters of Science in Personal Financial Planning from the College of Financial Planning in 2006.
about the CaCPC
	The California Care Planning Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.