As a CERTIFIED FINANCIAL PLANNER™ Professional, Kristi uses her over 30 years of experience to help women create and execute their financial plans. She has helped hundreds of women take control of their money. With her comprehensive planning process, she can help you too.
The services provided are meant to support your financial needs wherever you are in your financial life. Whether you are just starting out on your own or preparing for retirement, we want to help you achieve your financial goals.
SERVICES: Retirement Planning, Investment Management, Insurance Planning