FINANCIAL PLANNING FOR PROFESSIONAL WOMEN & DUAL-CAREER COUPLES

Make the most of your wealth-building years and confidently live your ideal life right now.

 

AS SEEN IN

  • Icon of a clock

    Free up your time

    Organize your financial life into a manageable system, and create an action plan for future success with our expert guidance each step of the way. This frees up precious time and lightens your mental load.

  • Icon of woman getting a confidence boost

    Gain financial confidence

    Let’s reorient your finances to align with what you value most. We’ll provide jargon-free education behind our recommendations so that you feel assured about every financial decision in front of you.

  • Icon of stack of money

    Proactively grow wealth

    Our objective advice and attention to detail allows us to look out for your blindspots and capitalize on financial opportunities during your high-income years.

Hi there, I’m Kelly

Financial advisor for high-achieving professional women and their families, particularly those women in their early to mid-career working in the finance and tech industries.

You’ve got a busy and complex life. Let me help you take control and gain financial peace of mind.


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Does this sound familiar?

✦ You lack the accountability and guidance to focus on your financial health amidst the demands of a successful career and busy home life.

✦ You’re seeking clarity around a growing list of money questions, but the help from friends, family or the internet has left you in analysis paralysis instead.

✦ You’ve built a great foundation for wealth and you’re making a competitive salary, but what are you missing and how do you prioritize your financial to-do list?

✦ You want to feel connected with your partner when it comes to money, especially around aligning how you use your financial resources to live your ideal lives.

✦ You’re searching for other trusted professionals like a CPA, an attorney, an insurance broker, and even a broader community of professional women in your industry to expand your network.

Listen, you are not alone.

I know you’ve done a phenomenal job forming good financial habits up until this point, but now there are a lot of moving parts in your life. You deserve expert, one-on-one financial guidance that is custom fit to your needs. Let’s chat to see if we’re a good match!

HOW WE CAN WORK TOGETHER:

Ongoing Financial Planning with Investment Management

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Kelly Klingaman, CFP®, RLP®

Drawing from my own experience as a sales professional in investment management, I founded KKFP to focus on the financial, career and personal needs of women, especially those facing additional workplace challenges within male-dominated industries like finance and tech. I understand you’re juggling a lot and it’s my intent to help you make sense of it all.

I’ll partner with you to create a strategic vision for using your financial resources effectively. You’ll rest easy and enjoy living in the moment knowing we’re planning for your future well-being too.


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