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As an experienced client service administrator, Kristin joined Total Wealth Planning in 2001 and has been providing extra mile client service support ever since by:
Preparing new and existing account paperwork and account servicing
Fulfilling client service requests, money movement, account transfers, charitable gifting, etc.
Supporting clients and advisors with meeting preparation and follow up activities.
She is also the director for Total Wealth Planning’s proprietary College Success System™, a service aimed to put the children of our clients on the best path to be successful in their academic endeavor and at the same time, reducing the client’s out of pocket college expenses.
Kristin currently resides in Liberty Township with her fiancé and their four children where they enjoy camping, cooking and attending their children’s many sporting events.
Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.
We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.
WE'VE BEEN LISTENING
FOR OVER 30 YEARS
Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
Quarter 2, 2020 Market Review
Wednesday, July 8, 2020
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