Thrive as An Independent Financial Advisor.

Create a profitable business, do meaningful work, and live the
life you desire. I’ll show you how.

Media

"From my very first conversation with Kristin I knew her interest was heartfelt and genuine. I knew it mattered to her that I succeed, and she consistently provided expertise that was smart and relevant to our specific goals and brand...My attitude toward marketing did a 180: what started out as a chore for which I lacked much confidence has become a fun challenge and opportunity to share our message, passion and value add with our target audience." - Diane Bourdo, CFP ®, President, The Humphrey's Group

You’re Here Because You Are So Much
More Than a Financial Advisor

You are an entrepreneur. You crave freedom, flexibility, and success on your terms.
You have a fresh way of looking at financial planning, and you want your business to reflect your unique perspective.

And most importantly, while you want a fulfilling professional life, you also want to travel, spend time with your family, and enjoy your life outside the office.

I Know All of This Because I Am You

In 2006 I launched my financial planning firm because I craved the lifestyle of an entrepreneur.
Using the marketing principles I’d mastered during my 14 years in corporate America, I grew my one-woman start-up to a flourishing, profitable business in just a few short years.
I know exactly how to make your business successful, too.

And by combining my expertise with your vision, passion, and drive, we’ll shape your business into the fulfilling venture we both know it can be.