Your Next Step Is Your Most Important.

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What I Provide

  • Financial Planning Services
  • Taking Control of Your Future
  • Security Through Stability

Why is Next Step Financial your place to flourish?

As I worked through the process to name this new adventure, we brainstormed about why I was starting this business and what I hoped to accomplish. I explained that my passion is teaching women to be financially independent. To take the next step to that end. Women can be hesitant to step out and learn what they need to know about managing their financial life. It seems to be easier to just live life as it comes and not plan too far ahead. My goal for women is for them to take their money firmly in hand and decide for themselves where that money goes, to decide for themselves what they want their financial future to look like. I love Yogi Berra and he is credited with saying ‘If you don’t know where you’re going, you’ll end up somewhere else’. That’s true for all areas of our lives, but none so much as our financial lives.

If you are one of those women ready to take the Next Step, and flourish, please reach out to me. I’d love to have a cup of coffee with you and help you plan what that looks like.


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Financial News & Updates


  • Saving Woes Samantha Ask Kim

    Dear Kim, It’s been a rough year for me with my investments.  I’ve used some of my savings for expensive home repairs and helped my son financially during a recent child custody challenge.  I’ve seen a 25% drop in my nest egg. … Read more »

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  • Pre-planning Patty Asks Kim

    Dear Kim, I’m a single female in my mid-fifties.  While I’m in good health now, I know that may change as I continue to age.  What are some tips you have for how I can financially prepare for any health changes that… Read more »

    Read More

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