Major Purchase
I will help you work out an emergency reserve plan and make sure your short- and long-term goals are met and not sacrificed.
Get Out of Debt
I will help you assess you budget today and work with you to move towards becoming debt free. Money decisions you make now can have a huge impact on the future, don't wait! Remember, it is never to late!
Getting Married
Marriage brings up many financial issues, and when you get married, don’t forget you are now saving for both of your short- and long-term goals. Kim will help you work out an emergency reserve plan and help you make sure both of your assets are covered by adequate insurances.
Preparing for New Child
I will help you work out an emergency reserve plan and suggest insurance and financial options a new parent should consider. I will also go over savings and short-term, as well as long-terms goals, like education and ?????
Preparing for Retirement
I will help you assess your budget today and understand your situation. We'll examine your short- and long-term goals and I can assist you in evaluating your estate planning and insurance needs.
Paying for Education
While your children are still young, it’s important to keep your short- and long-term goals in mind. I will help you determine "how much is enough" based on education cost projections. We can then review your options.
WHERE YOU ARE ON YOUR FINANCIAL JOURNEY?
Talk to Kim today
If you are ready to get started on reaching your short- and long-term financial goals, I am ready to help by meeting with you one-on-one.
Contact Kim today by submitting a request for more information on the contact page.
I understand your needs are unique and I am ready to help by meeting with you one-on-one. We'll talk about your needs and dreams, where you stand today and where you can go tomorrow.
We will work together to create a plan that works for you.