Coffee with Katie

Coffee With Katie

“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.

Coffee With Katie - Return on Life

In this episode of Coffee with Katie, Katie Brown challenges the conversation about money to expand it past its traditional return on investment, to discussing its "Return on Life." She encourages investors to ask themselves several key questions about what money represents to them, and to use those answers to guide their sense of personal security and financial wellbeing, and to fund their purpose.

Important Disclosures:
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