Our Mission is to Empower the Unapologetic Pursuit of Your Goals through Financial Planning. This section of our site highlights some of the experiences we've had with clients that we've made a difference for. We're grateful for our clients in allowing us to partner with them along their journey.
"After not paying much attention to my finances during my marriage, Kristin led me through many changes during and after my divorce.” explained Jennifer, a client from Ohio. “She provides me with tools and information, not just for the growth of my portfolio, but also to expand my financial knowledge. Throughout our entire relationship, I have felt supported and appreciated."
This statement is a testimonial by a client of the financial professional as of 1/20/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Financial planning was always something I planned to do once my finances were "in order" and now, after meeting with Kristin, I wish I had done this years ago! It's never easy to talk about money and fear the judgment that might come in response to financial decisions we've made but that is not what it is like to work with Kristin. This is a guilt-free zone and, honestly, I could have never predicted how freeing and therapeutic it could be to rip the bandaid off and schedule my initial meeting. Since then, Kristin designed a plan that works for me. I get to choose the pace and, like with that first meeting, there is always a flexible and supportive person on the other side of the table (Zoom). Kristin understands the areas where I do well and spending habits that need work and offers realistic solutions. Being single, it can be overwhelming at times to feel you are the only person responsible for your financial well-being but with Kristin I have someone else on my side, cheering me on, and helping me pursue a secure financial future.
~ Allison O.
This statement is a testimonial by a client of the financial professional as of 1/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“During my 20-year marriage, my ex took care of everything related to money — which meant I was completely unprepared when we divorced.” explained Lynn, a client from Oklahoma. “Kristin immediately taught me smart strategies I could use to manage my own finances and prepare for my future, and, equally important, gave me the confidence to do both.”
~ Lynn T.
Are you an existing or former client who'd like to share your story with us? If so, use the form below.