In Pursuit of Financial Clarity with Kate Brownstein & Kristine Kolzing from Truepoint Wealth Counsel

In the third and final conversation of our financial well-being series with Truepoint Wealth Counsel, host Rachel DesRochers sits down with Kate Brownstein, Senior Financial Planner and Shareholder, and Kristine Kolzing, Director of Client Growth, to talk about the power of rewriting your money story.

Together, they explore what it means to build trust, confidence, and clarity in your financial life... whether you’re navigating major life transitions, redefining success, or simply learning where to begin. Kate shares how intentional financial planning can reduce stress and create lasting impact for families, while Kristine reflects on helping people find the right advisory relationships and access tools that make financial wellness more attainable.

This episode reminds us that clarity, about our goals, values, and next steps, is the foundation of true financial freedom.

Presented in Partnership with Truepoint Wealth Counsel. Learn more about Truepoint Wealth Counsel at truepointwealth.com.