CFP®, ChFC, CLU, CAP, AEP, MSFS
Kim’s groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.
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Kim’s goal is to help you become financially successful,
Industry Association speaker
What does a celebrity fitness trainer and a financial professional have in common?
Just as a personal trainer holds you accountable to your fitness goals, a financial professional holds you accountable to your financial goals.
If you’ve ever tried to reach a fitness goal, you know how hard it can be to get up early, get dressed, and get to the yoga studio or gym. But if you have someone there waiting for you, it makes things much easier. That added level of accountability can make all the difference. Its why celebrities stay in such great shape. They have someone working on their meal plans, their workout plans, measuring their progress, and holding them accountable.
That’s exactly what financial professionals do! They don’t make up your goals – you choose your own goals. It’s just their job to coach you as you work toward those goals.