Hi,
I’m Kristin Delfau, EA.
When I started my financial journey, I felt just like many of my clients—overwhelmed, uncertain, and unsure where to begin. Through trial, error, and persistence, I learned that clarity doesn’t come all at once—it’s built through asking the right questions and taking consistent steps.
Now, after nearly 20 years in the field, I’ve helped hundreds of women simplify their finances, make informed decisions, and achieve confidence in their financial lives.
Why work with me?
Expertise You Can Trust
Licensed Enrolled Agent (EA) since 2007, specializing in tax, insurance, and financial strategy.
Approachable Guidance
Financial advice shouldn’t feel intimidating—I make complex topics simple and actionable.
Judgment-Free Zone
Every client deserves to feel supported and heard, no matter their starting point.
Happy Clients
A Safe Space for All
We’re committed to creating a safe, respectful, and inclusive space for everyone, regardless of who you are or who you love. We believe that everyone deserves to feel valued and heard when making important life decisions.
You are welcome here!