Katrina L Jones
Hi, I'm Katrina. With more than 20 years in wealth management, I help people at different stages of their financial lives make sense of their options and create plans centered on what matters most to them.
My approach starts with listening. Whether someone is building a financial foundation, navigating divorce or the loss of a spouse, preparing for retirement, or evaluating tax considerations, I work to understand the full picture before developing a strategy. My goal is to help clients feel more informed about their decisions and stay focused on the goals and values that shape their lives.
Kansas City area, MO
"I start by listening to what matters most to each client, then build a financial plan designed around their goals, values, and changing circumstances."
Our Team
The prairie has always represented something meaningful to us. It is wide open, full of possibility, and allows you to see a long way down the road. The oak, on the other hand, is deeply rooted. It grows slowly and steadily, stands strong through changing seasons, and provides shelter for generations.
That combination feels a lot like what we believe good financial advice should be.
A strong foundation. A clear view of what lies ahead. The flexibility to adapt when life changes. And the patience to grow something that can last for generations.
Our goal has never been to tell our clients what their financial lives should look like. It is to listen—to understand what matters most to them—and then help them build a plan that gives them the confidence and freedom to pursue it.
For some, that may mean creating the freedom to retire. For others, it may mean caring for family, building a legacy, giving generously, or simply having the confidence to know they are on the right path.
Whatever your goals may be, we believe you deserve a financial advisor who knows your story, understands where you want to go, and is willing to walk alongside you for the journey.
How can I help?
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you're prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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.
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Succession Planning
Get to know Katrina
Katrina Jones brings more than 20 years of experience in wealth management to her work with individuals at many stages of their financial lives. Her focus includes retirement planning, income planning, and financial planning and analysis.
Her interest in helping people become more comfortable with financial decisions grew from a personal observation. Years ago, Katrina began running with a group of women who talked about nearly every part of life except money. She recognized how often people avoid financial conversations when they feel uncertain about their choices or do not know where to find clear information.
That experience helped shape the way Katrina works today. She begins by listening to each client's goals, priorities, and circumstances. From there, she develops a financial plan that provides a practical framework for making decisions and reviewing changes over time.
Katrina has worked with a broad range of clients, including people building budgets and financial foundations, experienced investors preparing for retirement, and women navigating significant life changes such as divorce or the loss of a spouse. She also helps clients consider tax strategies as they move into retirement.
Katrina holds the CRPC, BFA, APMA, and CDFA designations.
Years ago, I started running with a group of women who discussed almost every topic except finances. It made me think about how often people avoid conversations about money because they are uncertain about their decisions or unsure where to find clear information.
I wanted to help people become more comfortable understanding their financial lives. That means supporting clients as they clarify what they want to accomplish, understand the choices in front of them, and identify practical ways to move forward.
My primary areas of focus are retirement planning, income planning, and financial planning and analysis.
I help clients look at the different parts of their financial lives together so they can understand how decisions involving investments, income, taxes, spending, and long-term goals may affect one another.
I work with clients at many stages of life. Some are learning how to build and manage a budget or establish a stronger financial foundation. Others are experienced investors preparing for retirement and considering how taxes and income may affect their plans.
I have also worked with divorced clients and widows who are adjusting to changes in their finances and making important decisions during a major life transition.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
Financial planning is at the center of my work. I begin by listening to what a client wants to accomplish and then develop a realistic strategy around those goals.
When life events or market changes occur, we can return to the plan and look at the situation as a whole. That helps us determine whether something represents a temporary change or whether the plan may need to be adjusted.
I also work with clients on retirement income considerations, investment strategies, budgeting, and tax considerations as they prepare for or move through retirement.
I believe the first step should be listening. Before developing an investment strategy, I want to understand what is important to the person sitting across from me.
From there, I encourage clients to keep their goals and values at the center of the planning process. Markets and circumstances can change, but having a clear understanding of what matters to you can provide a useful foundation for evaluating financial decisions.
My favorite part is helping clients reach goals that are meaningful to them and seeing them become more comfortable with their financial decisions.
I enjoy watching a plan become clearer over time and helping clients understand how the decisions they make today connect with what they want for the future.
I have the opportunity to work alongside my husband as part of the team at Savvy. When we were searching for a place for our clients, we wanted an organization that aligned with what we believed was important in serving them.
Savvy offered the resources, support, and client experience we were looking for. I appreciate being able to work within a collaborative environment while keeping the focus on our clients and their financial lives.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Katrina Jones is an investment adviser representative with Savvy Advisors, Inc. ("Savvy Advisors"). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Prairie Oak Advisors is an independent marketing brand name used by Prairie Oak Advisors for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy's investment advisory business, please see our Form ADV and Form CRS. Show less
