Thrive as An Independent Financial Advisor.

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

Media

"Kristin has been such a great coach for me. She has helped me focus my marketing strategy and provided me the plans to rebrand my business. Her background in both advertising and financial planning make her a perfect marketing strategist. She is smart, practical and knows her stuff. She is an excellent choice for any advisor needing to improve their marketing game." - Lance Blount, CFP®

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 practice to reflect your unique perspective.

And most importantly, while you want a fulfilling business, 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 practice 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 practice in just a few short years.
I know exactly how to make your practice successful.

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.