Know how personal finances seem intimidating, complex and you don’t know where to start?
Have a 401k, investing in stocks but not really sure how they work or affect you?
🛎 My passion for the past 6+ years is simplifying personal finances to help you stress less and kick the scary and intimidating parts out of the picture.
What I Do:
I help US Professionals & Business Owners fight time, money & energy loss with financial consulting & agile strategies to better their money.
My services are designed to reposition your money to:
📍Supplement your taxable & taxed later investments with tax free income strategies to maximize the tax code in your favor
📍Increase retention of your key employees with rockstar bonuses that are a tax write off
📍Amplify college financial aid for your kids so your money isn’t in the wrong spot.
Who I Serve:
🔹 Corporate Professionals & Busy Executives
🔹 Business Owners
🔹 Solopreneurs
Services Offered:
📍Financial Coaching
📍Retirement Planning
📍College Planning
📍Tax Saving Strategy /Tax Relief
📍Family Protection
🔔Why am I different?
✔️ Fluffless and fee less financial consulting where strategy reigns over products
✔️Invested over 3 years in learning accounting & the tax code to defend your wallet
What Clients Say:
⭐️ “Kirsten is a highly resourceful professional. I had misconceptions about the financial world and didn't understand how investments impacted me. My previous experiences with advisors left me confused and frustrated. Although I was investing in stocks, I wasn’t aware of how to position myself to pay less tax and other holes. She gave my wife and I so much valuable knowledge in a simple to understand way, with a tailored strategy. The actionable and clear advice she provided put us in a spot to avoid losing over $300k. Without Kirsten's skillful support, we wouldn't have the confidence and peace we have with our finances now. I cannot recommend Kirsten enough."
- Dr. John Wong
