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: Planning For College and Retirement

    Dear Kim, My husband and I recently sat down together for dinner (a bit of a rare occurrence). We have two children who are both heavily involved in sports, so it feels like we mostly see each other in passing these days.… Read more »

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  • Ask Kim: Estate Transition Tips

    Dear Kim, My mother passed away recently. It wasn’t entirely unexpected as she had been sick for quite a while, but to say that made things any easier would be a fat lie.  My father passed away a few years ago, and… Read more »

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