Your Next Step Is Your Most Important.

Take the Path to Financial Independence.

Get Started

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.

Plan Your Future With Us

Find Out More

Financial News & Updates

  • Ask Kim:Finding Your Footing in Finances

    Dear Kim,  While I was growing up, my parents weren’t always the most money-conscious. They both had good-paying jobs for the time, but it seems like they don’t have much when it comes to savings. They used credit cards to go on… Read more »

    Read More
  • Ask Kim: Navigating Financials Post-Divorce

    Dear Kim,  As I write this message we’re still in January, but 2024 is already proving to be the hardest year yet for me. For reasons I would prefer not to get into, I’ve asked my husband for a divorce. It was… Read more »

    Read More

Connect With Us


Schedule an Appointment Here

  • This field is for validation purposes and should be left unchanged.