Inspired Financial Planners, LLC is virtual, fee-only, and fiduciary financial planning firm serving young professionals and retirees.
9211 Point Aux Chenes Rd , Ocean Springs, MS 228-200-8750 firstname.lastname@example.org
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Patricia KollathInspired Financial Planners is a virtual, fee-only financial planning firm in Ocean Springs, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is also a Certified Financial Planner™ practitioner, a Certified Student Loan Professional®, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young professionals manage their college debt loads while advancing toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving and chasing their toddler daughter. They also welcomed their second daughter to the world in 2019.
FINRA/CRD: CRD# 5512242; CFP# 282942
- Student loans
- Comprehensive financial planning
- Budget and debt management
- Investment management