Kayla M Van Winkle

Working with a Financial Advisor should be comfortable, easy and motivating. I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals.

In the first meeting, which holds no cost, expectations or requirements, we will simply get to know one another. Finance is an emotional world, not a logical one, so I need to know what makes you unique, what you worry about and what you are excited about for the future. 

In the second meeting, we will review your "current state" plan. It will show us where you are headed, if you keep doing what you are doing today. It will allow us, together, to identify gaps and set priorities for implementing any new strategies. 

At this point, we decide whether it's the right fit and the right time to move into the implementation stage of becoming a client. And we continue to meet annually to update your priorities or move to the next strategy!