Welcome to

Motherlode Wealth

Your family-centered resource for financial planning and wealth management. Powered by:

Your personal Family CFO.

Here to alleviate the stress caused by the lack of clarity around money for families of all stages.

Motherlode Wealth powered by Prime Capital is financial guidance for families of all stages of wealth creation. With Katie Randall and her team, you will make a financial plan that encompasses your dreams and that of the next generation, with personalized support and implementation. 

Throughout our process, Katie will quantify all of your major life decisions so that you don’t ever have to guess if you’re on the right track, wonder what the next “right” move is financially, or make uneducated choices about your future.

Our team is here to help alleviate the burden of managing your money and instead make it an exciting and connecting experience for you and your family.

Why do you need a Personal CFO?

Katie has a passion for helping families and business owners with their lifelong financial dreams. With her guidance, implementing financial planning, and thoughtfully curated family conversations, Katie’s aims are to help families thrive - particularly with their financial wellbeing.  

Money is a part of everything we do, every decision we make (consciously or otherwise), and it dictates some of the biggest choices of our lives.

We are here to uncomplicate the complex world of your financial life, so that you can: 

  • Channel your financial resources into investment strategies that fit your goals

  • Safeguard your family and your income with protection strategies 

  • Target the highest chance of success in reaching your dreams

  • Remove the guesswork in your financial life

  • Feel peace in your relationship with money and with your spouse

Hi, I’m Katie Randall.

In 2005, I began my finance career in hedge fund research, exploring opaque investment strategies and embarking on exciting research trips. However, my desire to serve a broader clientele beyond the ultra-rich led me to shift my focus in 2012. As an advisor, I discovered my true passion: helping families and couples forge healthy relationships with money.

Over the years, I have assisted more than 500 families. This fulfilling journey prompted me to establish my own practice in 2021 (partnering with Prime Capital Financial for all the resources I need to serve my clients well) which granted me the freedom to provide financial wellness to families in my own way.

Together with the families I serve, we define their ideal lives and money goals, and I provide the tools and guidance to make them a reality. Whether clients have already achieved financial success or are just starting, I offer comprehensive support at any stage of their prosperity trajectory.


FEATURED IN...
 
Women and wealth podcast with jason noble
 
financial wellness matters on the breaking up with burn out podcast
 
reclaiming your money story on the souverainetes podcast

You’ll start with a free Discovery Call with Katie Randall, complete her intake process, and then begin your unique client journey depending on the package that best suits your needs at this time.

How does it work?

Understanding you & your goals - Identifying your goals and unpacking your financial details is where we start. We take the time to understand your specific financial objectives, whether it's planning for retirement, saving for your child's education, organizing your estate for tax efficiency or any other financial goal, we’ve got you covered.

STEP 1:

Analyzing your situation & creating recommendations - Our team develops a custom plan that meets you where you’re at and aligns with your future aspirations. This plan serves as the foundation for your journey towards financial success.

STEP 2:

Implementing your plan - This is where the rubber meets the road. A financial plan that isn’t put into place is worthless. During this step, we’ll take all the appropriate steps to get your plan into action. Depending on how much partnership and accountability you desire, the implementation can be DIY, done together, or handled by your advisor (package and pricing details here!)

STEP 3:

Monitoring and iterating on your plan - Your financial success is our priority, and our commitment to you never ends. With our team at Prime Financial, we provide continuous guidance and support throughout your financial development. We proactively monitor your progress, address any concerns, and adjust as needed to keep you on track. We are here for you every step of the way, celebrating milestones and navigating challenges together.

STEP 4:

Choose Your Planning Package.

WE OFFER DIFFERENT PACKAGES FOR DIFFERENT FAMILY NEEDS AND STAGES OF LIFE. IF YOU’RE NOT SEEING SOMETHING THAT SUITS YOUR UNIQUE SITUATION, PLEASE CONTACT KATIE DIRECTLY.
FOUNDATIONS

$3000/year

-Client Dashboard and Performance System
-Risk Assessment
-Asset Location Analysis
-Investment Review
-Your Prime360 Financial Plan with Customized Observations and Guidance, with DIY Implementation Steps
-Annual Plan Reviews

*Add-ons available for business clarity sessions and/or investment management

MOST 
POPULAR!
ESSENTIALS

$6000/year

All of the Foundations Plan, PLUS:

-Access to Exclusive Educational and Connection Events
-Holistic Prime360 Strategy Priorities and Execution, with Shared Implementation Steps between Client & Advisor
-In-Force Insurance Policy Review
-Estate Planning Document Review
-Semi-Annual Plan Reviews

*Add-ons available for business clarity sessions and/or investment management

ELITE

$10,000/year

All of the Foundations + Essentials Plans, PLUS:

-Full Implementation Support
-Detailed Cash Flow Analysis
-Asset + Liquidity Analysis
-Retirement Forecasting Analysis
-Wealth and Lifestyle Protection Analysis
-Legacy Wealth Analysis
-Tax Return Analysis
-Quarterly Plan Reviews
-Direct Connections with Personally Recommended Professional in my Exclusive Referral Network
-Access to my Affiliate Program

*Add-ons available for business clarity sessions and/or investment management

*Investment Management is available for those who desire ongoing oversight of their portfolios, and investment management executed for them. Advisory fees are tiered, based on the scope of assets managed. Please book a discovery call so we can discuss your particular situation.

Get the bundle for FREE now!

Get the bundle for FREE now!

Subscribe to get The Family Finances Bundle for FREE today!

Just enter your name and email address below and we will send you access to your free bundle right away. You’ll also be added to our mailing list - don’t worry, we don’t send spam - to receive interesting and helpful information regarding finances.