The Book

“We’ve been following you, Patti… and wonder if you have a book in that brain of yours….”

That one question served as a foundational trigger that sparked a six-year odyssey marked with starts, stops, (and “many shitty first drafts”) littered with Patti’s pursuit of perfection that always seemed just a sentence away.

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In "Am I Going to be Okay?" (And is "Okay" Enough?), Patti marshals her 30 years' experience to provide clear guidelines and actionable advice using stories that anyone – irrespective of net worth- can relate to. You’ll read about her own remarkable life as a former ICU nurse, wife, mother of 4 children, and caretaker of aging parents. You’ll read stories of her relentless struggle with an idea to be a different kind of advisor, her instincts to know that no one achieves much alone, and her ability to attract brilliant like-minded people who mirrored her humility and who craved a culture focused on just one thing: the clients they served.

As CEO of her independent firm, Key Financial, Inc., the concepts in this book have been vetted and fined tuned for over 30 years as Patti and her team served families who may have started out as she did, requiring higher level sophisticated advice as their net worth grew.

Read A Chapter

Get a sneak peek into a meaningful conversation on financial wellness and life goals by downloading a free chapter. Take this first step to discover practical insights, tailored for everyone, regardless of where you are in your journey.