Katherine Fibiger, CFP®, RICP®
Hi 👋🏼 I’m Katherine. I work with high-earning professionals and business owners who have built significant wealth and are now facing complex decisions around their transition into retirement. My approach centers on building a clear, tax-aware strategy that connects every part of your financial life. From income planning and investment decisions, to healthcare and estate planning, each step is designed with intention so you can move forward with clarity and confidence.
Westport, CT
"I approach financial planning like a puzzle. Every decision connects to another, and my role is to help clients see how each piece fits together to support the life they want in retirement."
Our Team
Retirement Wealth Partners is centered on helping clients navigate retirement as an evolving stage of life, not a single milestone. As priorities shift and new decisions arise, the focus is on helping clients stay organized, informed, and aligned with what matters most.
Katherine works with individuals and families who value having an ongoing relationship they can rely on through different phases of retirement. Whether adjusting to lifestyle changes, responding to market conditions, or thinking through family and legacy considerations, she provides steady guidance along the way.
The goal is to create a sense of continuity. Clients know they have a trusted resource to turn to as questions come up and circumstances change, so they can move forward with greater clarity and focus on enjoying this next chapter.
How can I help?
Retirement Planning
Estate & Trust Planning
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Get to know Katherine
Katherine Fibiger brings more than two decades of experience helping clients navigate the transition into retirement. Her work focuses on designing income strategies that support long-term lifestyle needs while carefully considering taxes, market conditions, and evolving priorities.
She was drawn to financial planning early on through her love of analysis and teaching. Today, she blends those strengths by helping clients understand not just what decisions to make, but why those decisions matter within the bigger picture.
Katherine specializes in retirement income planning, tax-aware strategies such as Roth conversions and withdrawal sequencing, and coordinating decisions across investments, healthcare, and legacy considerations. Her goal is to create a cohesive plan that reflects each client’s unique situation and supports them through every stage of retirement.
She values building long-term relationships and takes pride in guiding clients through one of the most important financial transitions of their lives with care and attention.
I’ve always been drawn to analytical work and originally imagined becoming a math teacher. Over time, I discovered financial planning offered the same opportunity to solve problems and help others understand complex concepts. Today, I still see myself as an educator, helping clients make sense of the decisions that shape their financial lives.
I primarily work with successful professionals, doctors, tech executives and business owners earning over $300,000 per year with at least $1M saved. Many are looking for guidance on how to turn their assets into a sustainable income stream while navigating tax considerations and long-term planning decisions.
My work focuses on retirement income planning, tax planning strategies such as Roth conversions and withdrawal sequencing, Social Security timing, and coordinating investment decisions with broader financial goals. I also support clients with managing concentrated stock positions and thinking through legacy planning.
I help clients develop structured retirement income plans that map out how and when to draw from different accounts. This includes coordinating taxable, tax-deferred, and Roth assets, planning for healthcare costs, and integrating tax strategies throughout the year. I also work closely with other professionals to ensure each part of the plan is aligned and implemented effectively.
Many clients come from either an investment-focused experience or a planning experience that stops at recommendations. My approach combines both. I start with a comprehensive strategy and then stay involved through implementation, coordinating each step so decisions are made in the right sequence and with full context.
I enjoy the process of solving the puzzle each client presents. Every situation is different, and building a plan that reflects someone’s goals, values, and lifestyle is both challenging and rewarding. Seeing clients step confidently into retirement after years of preparation is especially meaningful.
Savvy provides the infrastructure and support that allows me to focus fully on my clients. With strong operational, technology, and service capabilities behind the scenes, I’m able to dedicate my time to planning, advising, and building meaningful relationships.
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