Caitlin Ross

I got into the financial planning business in 2012 after graduating from the University of Memphis. I worked in marketing at a financial firm before joining Nathan’s practice in 2014. Since the inception of Flightplan Financial, I've worked as the Director of Operations running the “behind the scenes” aspect of the business. I spend most of my time opening and servicing client accounts and making sure things run smoothly on a daily basis.

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
First, I would put aside money for my son’s education. The second and third things I would do with the money would be to hire an interior designer and buy all new furniture and decor for my house.

What is the most likely place people could find you in a Saturday night?
Either at home with my family or over at friends’ houses cooking out or having game night.

Which would you pick: living on a beach or living near the mountains?
Definitely the mountains. I lead a very active lifestyle and would love all the hiking, biking and skiing. The beach is best for vacations for me.

Imagine being approached by a genie who offers you three wishes, what might those wishes be?
1 - For my son to be happy and successful in life.
2 - To become one of those people who enjoys cooking and is actually good at it.
3 - The have the ability to teleport myself and my family whenever and wherever I want.

If you had the ability to travel back in time, what’s something you would tell your 18 year old self?
Stop obsessing over the future and figuring out exactly how you want your life to play out.  Things go very differently than you plan, but you end up exactly where you’re meant to be.