Kim has extensive experience guiding clients through some of life's most critical events. Her 20 year career has focused on comprehensive financial planning and advice for a variety of client circumstances, including those experiencing divorce, business transitions, liquidity events, and end of life. Her goal is to help clients develop strategies for growing and protecting their wealth. She has a deep network of trusted advisors in legal, tax, and philanthropic planning, making holistic wealth management accessible and streamlined. With Kim's expertise working with divorcing clients, she helps clients understand the financial complexity of their divorce and guides them through the decisions they need to make, helps them understand their balance sheet, create their budget and their financial declaration, think through their long and short-term goals, and is there to implement their divorce financial plan once a settlement is reached. Her unique background, credentials, and perspective provides her clients with the best financial positioning possible. In addition the client work for with litigation cases, she is collaboratively trained and can serve as a financial neutral in collaborative cases.
CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst®, Certified Private Wealth Advisor®