Katelyn Goodwin

We begin with a conversation and listen carefully to understand what is important to you, your family and your future. We identify circumstances unique to your situation and their potential financial implications and determine how we can add value. This is your opportunity to interview us, as we get to know you. Should we agree to move forward, we will schedule our next meeting and request more detailed information.

We continue our conversation, learning about you, your family and the complexities surrounding your wealth. We ask about your personal bucket list, your core values and how you make decisions. What we learn helps us formulate specific strategies, while helping us customize a relationship that serves your preferences and requirements.

We look at both sides of your balance sheet – including all current assets and liabilities – to determine how to best position your portfolio moving forward. We then utilize industry-leading financial planning tools to develop a personalized and detailed financial plan with specific recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future decisions.

In this step, we present your financial plan, which includes an investment portfolio that aligns your investments with your goals and timeframes. We also discuss other wealth management solutions that may include family dynamics, estate planning, and philanthropic giving strategies.

Upon your approval of our recommendations, we begin to implement the strategies outlined in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through the details of your new statement and introduce all of the tools and resources now available to you.

Committed to a first-class experience, we focus on developing longstanding relationships that can provide value to you and your family. We speak with you regularly to see how you and your family are doing. Most importantly, we provide ongoing monitoring of your investments in coordination with ongoing monitoring of your plan and progress towards each of your goals, adjusting your financial plan and investments accordingly as changes in your life occur. To us, a good financial plan is one that evolves with your life and your changing priorities.

Wealth management brings all the dimensions of your life together into an organized and holistic strategy that reflects who you are, where you want to go and how to get you there. From investment management to legacy planning and everything in between, our consultative approach provides all the solutions and services needed to achieve your life goals.

As your wealth grows, so does its complexities. We listen carefully to understand how you feel about important financial topics. Understanding your deepest concerns enables us to provide customized advice in a way that respects the values, relationships and priorities that make your life unique.

Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a personalized strategy that applies long-held investment principles to help your assets appreciate appropriately, generate income when needed, and reduce current and future taxation.

Meeting the educational costs of children and grandchildren may be one of the most personal fulfilling investments you can make. We can help you access appropriate investment vehicles and determine the best strategies for achieving this goal.

Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.

Many investors today seek meaningful ways to create positive economic, social and environmental impact through the investments they make in their portfolio. Sustainable Investing focuses on aligning financial goals – which are driven by economic fundamentals – with impact goals – which are driven by personal values and mission. We can help you integrate these themes into your investment strategy.

One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.

Many successful people seek opportunities to support cultural and educational institutions, as well as nonprofit organizations. I will help you analyze and implement a strategy that benefits the causes you care most about, while managing your overall portfolio in a tax-advantaged manner.

Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to help enhance results.

Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.

Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.

Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.

View all your external financial accounts directly in MSO or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access, and convenient connectivity.