All consultations are $250/hour.
Skylar is new to "adulting" and want to make sure that she is laying excellent groundwork for success. This means learning about her taxes, getting insurance, starting her retirement savings...all the things.
If you are feeling like Skylar, we'll work together to tackle all of these topics, in plain English of course.
Ellie is climbing the corporate ladder and wants to truly understand:
Her paycheck withholdings
Her employer's retirement plan
Her health insurance plan
The alphabet soup: FSA, HSA, CFSA
How to plan around bonuses and/or stock options
Any other employee benefits that she might be missing out on
If you are feeling like Ellie, let's talk and we'll walk through your paystub, tax returns, and your employer's offerings so that you are maximizing all of the benefits available to you.
Sophia is a US-based self-employed person. She does it all.
Sophia is trying to get a handle on all of the pieces that come with being your own boss like tracking expenses, quarterly estimated payments, and saving for her retirement.
She's also asking herself: Am I capturing all of the deductions I should? Does converting to an S-Corp makes sense for me? What of what I have read online about tax actually applies to me?
If you are feeling like Sophia, let's work together to answer these questions and get systems in place to lighten your load so you can actually work on growing your business instead of stuck in the busywork.
Tara owes at tax time every year and her anxiety rises every time she hears "tax". She's not 100% sure why this keeps happening or how to fix it.
She also isn't sure if she is taking all of the deductions she is legally allowed.
If you are feeling like Tara, we'll get these questions answered so you can move forward with confidence, whether you are already working with a tax pro or not.
Sarah has been through some tough stuff. She's divorced (or widowed) and handling her finances for the first time on her own.
If you are feeling like Sarah, we'll help put things together for you, piece by piece, so you feel in control and ready for this next stage of life.
Paige's situation will require more than a one hour consult - she has a lot going on!
If you are feeling like Paige, let's have a quick chat first so we can figure out together how long it will take to accomplish your goals.
Kristin had me pull together my 25, 30 years worth of statements from old 401(k)s, stocks that I'd purchased. I did all of the right things since my youth. I was saving money for my future.
And when I would want to talk to the guys at the brokerage houses, I was met with this very aggressive, masculine energy that made me feel like I was a fool and stupid and it just shut me down, and I never did anything with that money.
So she has helped me really just better understand all of my options, what I can do, who I can speak with to take me to the next level, and I just cannot thank her enough for letting me be me. I asked questions that felt like stupid ones that she gave me wonderful answers. Thank you, Kristin. I will absolutely be in touch. And if anyone has been in this situation, call Kristin.
From Stacey C.
As a 30-something wife, mom, and business owner, I can’t recommend Kristin enough. While I’ve always had a basic understanding of spending versus saving and consider myself a smart spender, unfortunately that’s about where my knowledge of all things financially-related came to an end. I knew I could be doing more with my money, I just didn’t know what or how.
I’ve read the money books, the articles; subscribed to various publications, and have truly tried my best over the years to take in what others have tried to teach me around money. But nothing seemed to stick unfortunately. Enter: Kristin!
I came to Kristin with a long list of questions on a very wide range of money topics, and she didn’t bat an eye as she thoughtfully answered every one. She took her time with me. I had so many takeaways and simple, actionable steps.
Kristin has a knack for putting you at ease immediately, breaking down any mental barriers you might have around not just stepping into a money course but truly learning its lesson.
Kristin doesn’t speak down to you from an expert level, like I’ve experienced with other financial advisors; instead she meets you where you are and enthusiastically brings her expertise along. You can tell she is genuinely rooting for you and wants you to succeed as a woman, a business owner... as someone who’s doing whatever you’re doing.
I wish I had booked a session with her sooner but I am so grateful to have Kristin in my corner now. Thank you, Kristin!!!
From Sarah W.
We were searching for an independent financial advisor to provide some tax advice. Most advisors wanted us to invest tens of thousands of dollars before they provided any advice.
When we found ‘Her Money Solutions', it was exactly what we were looking for! Kristin was extremely knowledgeable, very professional, and provided phenomenal advice in an easy-to-understand manner.
We highly recommend Kristin to anyone looking for expert financial guidance with no strings attached. Thank you Kristin!
From Rose C.