Plan Smarter,

Retire Sooner.

Book your Free 30-minuteFinancial

Strategy Session.

For professionals who want to grow wealth,secure financial freedom and

FUTURE-PROOF their finances.

Services Offered

Budgeting and Cashflow Management

We help clients get a clear picture of their current financial status and thereby setting financial goals aimed to develop a plan that outlines expected income and expenses, monitoring cash receipts, projecting future cash inflows and outflows.

Retirement Planning

Ensure financial independence in retirement to attain peace of mind. ,We help develop strategies designed to meet our clients' goals and retirement needs.

Investment Planning and Asset Management

We guide clients in making informed decisions thus our services include education on complex financial concepts, market conditions and potential risks. Base on assessment of clients' needs, we set goals and develop strategies.

TESTIMONIALS

Words from Clients

The best decision I

made this year

After one session with Kiersten, I found 20,000 in annual savings I didn't even know I was missing.

- Sophia L.- Tech Executive

My life changed forever.

They simplified investing and created a roadmap to hit my 1M goal.

- Daniel M. - Tech Executive

I Highly recommend this

I can honestly say that tapping Kiersten's services was one big step towards my goal of being financially responsible.

- Dorothea G. - Executive Assistant

Meet Your Trusted Financial Planner

Hey, I'm Kiersten!

I am a Certified Financial Planner since 2012 and have helped over a thousand clients secure their future by careful planning and preparation. I believe that smart finance is for everyone. My role is to act as your guide in making well-informed decisions by providing knowledge and my expert advice. I follow a simple process that's collaborative and tailored to suit your needs and goals:

Discovery - Client Assessment

Strategy - Customized Financial Roadmap

Implementation and Review - Regular Progress Tracking

Frequently Asked Questions

What exactly does a financial planner do?

We act as your "Personal CFO." Beyond just picking stocks, we look at your entire financial picture including tax strategies, estate planning, insurance, and retirement to ensure every dollar is working toward your specific life goals.

Do I need a certain amount of assets to work with you?

We work with clients at various stages of their journey. While some of our specialized wealth management services are designed for portfolios over $500k, we offer Project-Based Planning for those just starting to build their foundation.

How often will we meet?

During the first 90 days, we meet frequently to build your plan. Once established, we conduct formal semi-annual reviews. However, you have unlimited access to our team via email or phone for any "life happens" moments in between.

What is your investment philosophy

We believe in evidence-based, long-term investing. We avoid "market timing" or chasing the latest "hot" stock. Instead, we focus on low-cost diversification and tax-efficient location to maximize your after-tax returns.