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Know how personal finances seem intimidating, complex and you don’t know where to start? 

Have a 401k, investing in stocks but not really sure how they work or affect you? 

🛎 My passion for the past 6+ years is simplifying personal finances to help you stress less and kick the scary and intimidating parts out of the picture.
 
What I Do: 
I help US Professionals & Business Owners fight time, money & energy loss with financial consulting & agile strategies to better their money. 

My services are designed to reposition your money to: 

📍Supplement your taxable & taxed later investments with tax free income strategies to maximize the tax code in your favor
📍Increase retention of your key employees with rockstar bonuses that are a tax write off
📍Amplify college financial aid for your kids so your money isn’t in the wrong spot. 

Who I Serve: 
🔹 Corporate Professionals & Busy Executives
🔹 Business Owners
🔹 Solopreneurs

Services Offered: 
📍Financial Coaching 
📍Retirement Planning
📍College Planning
📍Tax Saving Strategy /Tax Relief
📍Family Protection

🔔Why am I different?
✔️ Fluffless and fee less financial consulting where strategy reigns over products
✔️Invested over 3 years in learning accounting & the tax code to defend your wallet 

What Clients Say: 

⭐️ “Kirsten is a highly resourceful professional. I had misconceptions about the financial world and didn't understand how investments impacted me. My previous experiences with advisors left me confused and frustrated. Although I was investing in stocks, I wasn’t aware of how to position myself to pay less tax and other holes. She gave my wife and I so much valuable knowledge in a simple to understand way, with a tailored strategy. The actionable and clear advice she provided put us in a spot to avoid losing over $300k. Without Kirsten's skillful support, we wouldn't have the confidence and peace we have with our finances now. I cannot recommend Kirsten enough." 
- Dr. John Wong

Support the show

Know how personal finances seem intimidating, complex and you don’t know where to start? 

Have a 401k, investing in stocks but not really sure how they work or affect you? 

🛎 My passion for the past 6+ years is simplifying personal finances to help you stress less and kick the scary and intimidating parts out of the picture.
 
What I Do: 
I help US Professionals & Business Owners fight time, money & energy loss with financial consulting & agile strategies to better their money. 

My services are designed to reposition your money to: 

📍Supplement your taxable & taxed later investments with tax free income strategies to maximize the tax code in your favor
📍Increase retention of your key employees with rockstar bonuses that are a tax write off
📍Amplify college financial aid for your kids so your money isn’t in the wrong spot. 

Who I Serve: 
🔹 Corporate Professionals & Busy Executives
🔹 Business Owners
🔹 Solopreneurs

Services Offered: 
📍Financial Coaching 
📍Retirement Planning
📍College Planning
📍Tax Saving Strategy /Tax Relief
📍Family Protection

🔔Why am I different?
✔️ Fluffless and fee less financial consulting where strategy reigns over products
✔️Invested over 3 years in learning accounting & the tax code to defend your wallet 

What Clients Say: 

⭐️ “Kirsten is a highly resourceful professional. I had misconceptions about the financial world and didn't understand how investments impacted me. My previous experiences with advisors left me confused and frustrated. Although I was investing in stocks, I wasn’t aware of how to position myself to pay less tax and other holes. She gave my wife and I so much valuable knowledge in a simple to understand way, with a tailored strategy. The actionable and clear advice she provided put us in a spot to avoid losing over $300k. Without Kirsten's skillful support, we wouldn't have the confidence and peace we have with our finances now. I cannot recommend Kirsten enough." 
- Dr. John Wong

Support the show

Monday Thoughts - Women International Day

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Monday Thoughts - Women International Day

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Penelope Lane is a Clinical Psychologist, Fitness Trainer and Mindfulness Teacher with 32+ years experience. She has developed this innovative Fit Tone Flex program; combining exercise, mindfulness and self-compassion. 

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 Monday Thoughts - World Compliment Day

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 Monday Thoughts - World Compliment Day

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Twinkle Kansal started her quest for learning gratified through the IIN Program in Holistic Health Nutrition. As an Integrative Nutrition Health Coach, her personal advocate for living an energized and passionate life. Twinkle works with her clients to help them create happy, healthy lives in a way that is flexible, fun, and free of denial and discipline.  

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