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Financial Planning

Kimsa’s approach to comprehensive financial planning is centered on our clients’ goals and values. We develop plans that are flexible, recognizing that life’s journey contains surprises and that circumstances change as we grow. A comprehensive financial plan includes retirement, investment, tax, insurance, and estate planning.   Kimsa’s comprehensive financial plans are developed by a CERTIFIED FINANCIAL PLANNER™ professional and we use state of the art software to build, update, and monitor our clients’ plans.


A financial plan can give you confidence in your ability to meet your goals. These may be long term goals like retirement or saving for college, or shorter-term goals like a dream vacation or major purchase. A financial plan will help you understand tradeoffs and make better decisions. The process of planning itself can be helpful in helping us understand our relationship to money, our financial behavior, and the assumptions we make about savings and investment.