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"I take great delight in working with clients and helping them understand complex financial topics. It is also rewarding to watch that knowledge being used at various life stages. I am currently advising four generations of one family."
As a Certified Financial Planner® (CFP), Kristine works with her clients to prepare a comprehensive and customized financial plan to help them reach their goals, long-term and short. This plan ensures that clients are covered from every financial angle, including banking services, loans, mortgages, credit, investments and insurance†.
“I care about the clients I deal with and want to ensure they meet their goals. I am very knowledgeable and passionate about what I do. I enjoy simplifying complex situations and putting together an effective roadmap for future needs.”
Kristine will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.