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: What GenX Needs to Know About Caring for Their Aging Parents

    Dear Kim, Dear Kim, although I am only in my late 40’s I realized that my parents are approaching retirement age. Should my financial plans include contingencies for their care and future needs, like assisted living? Where should I start, and what… Read more »

    Read More
  • Ask Kim: Should You Put Crypto in Your Investment Accounts?

    Dear Kim, I have seen on Social Media and the news a lot of reports about crypto tokens like BitCoin, and I know their value seems to go really high and then drop seemingly overnight. Some notable investors like Warren Buffett hate… Read more »

    Read More

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