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Looking to take control of your personal finances?K. Platte Investments was created from the idea that you don't have to make a lot of money, or know a bunch of fancy finance terms to be in control of your wealth, and financial future. The informed money decisions you make today impact your future goals and financial health in a big way. Set yourself up for success-- schedule a chat, and get the resources and next steps you need to take control of how you make your money work for you.
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Some of Our More Popular Services
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Personal Loan Advice
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Retirement Planning
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Investment Strategy
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What Client's Are Saying
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About
K. Platte Investments was created from the idea that you don't have to have a lot of money, or know a lot about finance in order to make wise financial decisions, and master your money. The tools, tips and resources on this site are all created and designed to help you manage your money, your way-- without fees, commissions or complicated finance language-- actual facts and options that you can use to your advantage starting TODAY.
Start with my Personal Finance Dashboard, which gives a birds-eye view of all the accounts, cards, loans, and mattress money in one, simple to analyze view. Simply seeing all these different sources all in the same place, can be all you need to start mastering your money and making better financial decisions--confidently. My other tools-- the Accounts Map and Savings Plan and Spending Insights sheet-- dive deeper into your goals and spending trends to help you find the balance and direction you need to achieve your financial destination, before you're too old to enjoy it all.
So I invite you to try my tools and tips, schedule a chat, and start exploring what you can make out of each dollar you earn-- and keep it!
Start with my Personal Finance Dashboard, which gives a birds-eye view of all the accounts, cards, loans, and mattress money in one, simple to analyze view. Simply seeing all these different sources all in the same place, can be all you need to start mastering your money and making better financial decisions--confidently. My other tools-- the Accounts Map and Savings Plan and Spending Insights sheet-- dive deeper into your goals and spending trends to help you find the balance and direction you need to achieve your financial destination, before you're too old to enjoy it all.
So I invite you to try my tools and tips, schedule a chat, and start exploring what you can make out of each dollar you earn-- and keep it!