Money Matters

Make your financial security an immediate priority. The way you plan today directly impacts the way you live tomorrow.
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(707) 939-7934

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A native of Sonoma with over twenty-five years of professional experience, Kathy Barnett is ready to help you make your commitment to become financially fit.

Having been the CEO/CFO of a local manufacturing company, the business manager of a regional publishing company, and the owner/operator of a local retail store, Kathy is uniquely qualified to help you.

Kathy Barnett is a Registered Representative of Cetera Advisor Networks LLC and as a licensed Tax Preparer, Kathy’s practice offers all aspects of financial services, including investments, retirement analysis, tax analysis, accounting and small business consulting.

Kathy offers her knowledge and skill to individuals and small business owners through Money Matters, a professional financial services, accounting, tax and business management company.

  • Are you taking advantage of all the new tax credits available to you – individually or in your business?
  • Are your current IRAs or TSA investments properly invested for your circumstances?
  • Have you heard about the new personal 401(K) plans available for IRA rollovers?
“I have discovered that most small business owners sell an idea or provide a service which they do exceptionally well, but that they find themselves facing challenges for which they are not prepared."
“They either lack the experience or knowledge; they don’t enjoy the legal and financial reporting required to run their business; or quite often they simply do not have the time.”

Using Money Matters allows you to pursue what you do best: running your business and enjoying life.

Services Include:

  • Monthly Accounting and Bookkeeping
  • Investments
  • Business and Personal Tax Preparation
  • Cash Flow Projections
  • Management Consulting
  • Retirement Analysis
  • Small Business Retirement Programs

Securities and advisory services offered through Cetera Advisor Networks LLC,
Money Matters is not affiliatetd with
Cetera Advisor Networks LLC
 Please note that Cetera Advisor Networks LLC does not give legal or tax advice
820 West Napa Street • Sonoma, CA 95476 • Tel: (707) 939.7934 (direct) •
FINRA branch office registered number (707)939-8171 •  Fax: (707) 939.7502
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