Empowering families by providing time-tested advice with heart and soul.

What is Soulful Financial Planning? It’s when an advisor takes the time and interest to get to know each client on a personal level – their big dreams, their daily challenges, who they love and what they do – and puts those values at the center of the planning process. We are passionate about empowering individuals and families to build a life they love. We work with each client to create a personalized action plan they can execute with confidence, and we are right by their side to help navigate through life’s twists and turns. We are here for you! As your financial partners, friends, and confidants.

Let's Plan What's Next For You

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Krystin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and risk management specialist. She is located in Florham Park, New Jersey and offers virtual conferencing services worldwide. Along with her team of financial professionals, Krystin can help you create an action-oriented, individualized plan with solutions that include:

  • Life Insurance
  • Disability Insurance
  • Retirement Planning
  • Education Funding
  • Long-term Care Planning
  • Trust and Estate Planning

Our office is bilingual, offering services in both English and Spanish to clients in the tri-state area. Se Habla Español. 

My Promise to You

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"I, along with my team, promise to deliver concierge- style service while working on the same side of the table with you to support achievement of your financial security goals. We are devoted to our clients on a personal level that translates into open, honest, and loyal relationships. Through planning and communication, we will strategize, implement and continually work to achieve your most important personal and financial goals together.”

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