Hi,
I’m Kristin and I ask a lot of questions.
Most expensive financial mistakes aren’t necessarily caused because people are irresponsible.
They’re caused because people:
- don’t know what questions to ask
- don’t understand how the person across the table gets paid
- assume “the expert” must know what’s right for them
- don’t understand the tax consequences
- are embarrassed to say “I don’t understand”
- or follow conventional advice that doesn’t actually fit their life
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.
Podcast & Media Appearances
Prefer to hear me in action first? Check out the links below!
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!