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Kristin empowers her clients to be proactive in building a strong financial foundation to ensure a lasting good life for the people they care about most.

Many of her clients are good savers, however they are burdened by high taxes, the rising cost of living and many other financial threats.

She offers leadership and financial education that helps restore financial balance to their lives and focuses on reducing threats that drain wealth.

The Process:

  • Completes a thorough review of their financial picture including benefits, cash flow, insurance, investments, debt and legal documents.
  • Helps them recapture money lost on their balance sheet because of uncoordinated strategies.
  • Teaches them to manage their money by controlling the “controllables”. She gives them the tools to become masters of their own cash flow and to make money decisions that are balanced and coordinated.
  • Helps them discover and understand products that are uniquely suited to them. This enables them to potentially maximize their wealth over time without taking more risk than necessary to achieve the fulfillment of their goals
  • Employs a team of financial professionals both within Valent Wealth as well as other professionals such as tax, legal or insurance specialists as resources for her clients.

Planning is a process not an event. For this reason, Kristin is committed to working with her clients as their lives evolve, their business and families grow, and their financial picture changes.