“My passion is helping clients navigate their finances with confidence and peace of mind. I love hearing people’s stories. Making this personal connection helps me understand your core values. This establishes the foundation for a plan tailored to you, which works to enhance your overall financial wellness.”
Kimberly is focused on helping clients with their financial planning needs, simplifying complex financial situations to help them learn, grow, and succeed. Committed to continuous learning, she has augmented her financial planning experience by earning the coveted Certified Financial Planner® (CFP) designation.
“One of my most memorable experiences was helping a client start a savings plan when they thought it was impossible. We started small with a bi-weekly auto-contributions, and increased the amount a couple times over the year. To their surprise they saved more than they thought possible. The best part, they did not notice a change in their day-to-day income.”
Kimberly will work with you to develop your comprehensive Lifespring® financial plan - a blueprint for building and maintaining a strong financial foundation. This plan will integrate all aspects of your financial picture: investments, insurance (services provided by BlueShore Wealth) and estate planning as well as your business banking (if applicable).
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.