Finding financial freedom - one step at a time
I will make you feel seen, speak in plain English, and help you save money to reach your goals.
Hi, I'm Kristin.
Taxes and your finances can be overwhelming - I get it.
I work with individuals and individual business owners who are looking for a shame-free space to ask tax and financial questions.
You've heard that there's someone explains these topics in plain English and doesn't shame you or make you feel guilty for what you don't know.
Welcome - you are in the right place.
I'm so happy that you are here.
What I can do for you:
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Help you get a grasp on these boring financial topics “in plain English” with a little humor and a lot of compassion.
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Explain your taxes in a way you can understand so you are equipped to make good choices now and in the future.
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Help you understand your investment and retirement accounts - so you know exactly what you have and what to do about them.
Provide actionable, step-by-step checklists so that each process isn’t so overwhelming and scary.
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Pull back the curtain on how insurance, taxes and financial service professionals are paid and how to tell if they are working in your best interest or not.
Help you figure out your insurance policies so that you aren’t surprised by your coverage (or lack thereof) if something happens.
Show you HOW to take charge of your investments whether you are working with a financial advisor or not.
What I won't do:
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Make you feel embarrassed about not knowing something.
We all start somewhere and I started out many years ago knowing NOTHING about any of these topics.The first insurance agent I worked with for homeowners’ insurance on our first house over 20 years ago yelled at me and made me cry in his office because I didn’t understand how the process worked.
It was horrible and I vowed that in my own practice, we'd focus on education, NOT shame. Sell you tax services or investment products.
I already have a full stable of tax clients. These programs & consultations are not meant to upsell you into my tax practice later on.
Instead, I am here to empower you with the practical tools to build your wealth-no matter what your starting point.Make specific investment recommendations.
I will explain how different investments work from a tax planning lens and show you how to find the information you need to make informed choices.
I can also help you understand the investment lingo if you want to work with a financial advisor but don't know where to start or what questions to ask.
Make up answers.
These are sprawling, complicated areas of information and anyone who says they know everything, well, they don’t.Waste your time.
You can earn back money, but you cannot get back your time.
Want to test drive working with me? Scroll a little more.
Check out my free course on medical expenses.
These can add up sooo quickly - I'd love to help you save money on your medical expenses.
Navigating the complicated US healthcare system is not for the faint of heart.
Ready for another freebie?