“The best plans are about more than the numbers. They resonate with clients in a way that inspires them to make better choices.”
Kim crafts customized financial plans for clients, helping them consider education savings, social security projections, insurance needs, and equity compensation packages, among many other issues. She especially enjoys breaking down a complicated benefits structure, assessing it from all disciplines, and then providing a decision-making framework so that clients can understand their choices, optimize their benefits, and negotiate for better jobs. She is passionate about helping women who are experiencing times of transition, whether that be widowed, divorced, or heading back to work. She believes that a strong financial plan should bring peace, calm, and clarity to clients, particularly during turbulent times.
As a young widow and single mom, much of Kim’s life revolves around her twins, who are active in numerous sports and fine arts activities in Wyoming (Ohio), where they live. Kim also spends a great deal of time with her large extended family, enjoying cook outs, fishing trips, and Cincinnati Bearcat sports. In her own time, Kim enjoys dancing, writing, cooking, and reading. Kim realizes that she and her children were fortunate to have strong community support during her husband’s cancer journey, so she is also passionately committed to helping others who are facing similar circumstances.
Specialties: 10b5-1 trading plans, corporate securities laws, deferred compensation planning, executive compensation, private equity, profit rights, stock and equity benefits