Kati White-Hartman

Kati White-Hartman Values driven financial planning. Helping to empower women to take control of their finances and futures.

June marked 3 years of working at BIG, and that time has flown by. I can honestly say I've enjoyed every day.
06/26/2026

June marked 3 years of working at BIG, and that time has flown by. I can honestly say I've enjoyed every day.

Retirement isn't the finish line—it's a new beginning.With people living longer than ever, retirement can last decades, ...
06/24/2026

Retirement isn't the finish line—it's a new beginning.

With people living longer than ever, retirement can last decades, making it more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's pursuing an encore career, giving back through volunteering, learning something new, or deepening relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

raymondjames.com

Honoring the fathers and father figures who encourage, support and inspire us every day. Happy Father's Day!
06/21/2026

Honoring the fathers and father figures who encourage, support and inspire us every day. Happy Father's Day!

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future.
06/19/2026

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future.

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the ...
06/18/2026

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the good news is, it's never too late to start building your future.
https://www.raymondjamesconnect.com/a5v4mH

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of ...
06/16/2026

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

raymondjames.com

Fewer teens will work this summer than in the past, read more below:
06/14/2026

Fewer teens will work this summer than in the past, read more below:

cbsnews.com

As prices go up, there may be a few ways you can save. Check out these tips:
06/12/2026

As prices go up, there may be a few ways you can save. Check out these tips:

tucson.com

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/10/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
06/08/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

Address

911 Diamond Park
Meadville, PA
16335

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30am

Telephone

+18143332155

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