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


  • Ask Kim: Values and Vacations

    Dear Kim, My husband and I have different investment styles and goals, which often leads to conflicts when discussing our financial plans. How can we compromise? We both understand the value of a dollar, but he has a harder time justifying things… Read more »

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  • Ask Kim: Fiancées and Finances

    Dear Kim, My oldest is getting married this summer to his high school sweetheart, and we couldn’t be happier!  We’ve known our future daughter-in-law since she was eight, as they’ve gone to school together since the second grade, though they didn’t begin… Read more »

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