Hi I’m Kristin and I strongly believe your finances play an integral role in your overall wellbeing.
Having a holistic view of your financial situation; combined with a personalised approach to guide you every step of the way, enables us to help transform your financial future. I feel inspired by the concept of "Love the Life You're In" which reflects the values of appreciating where you are, both despite and because of your journey there.
My career has taken me from managing my own financial planning practice in Canada, to working as both a finance professional and educator in the UK for the past 15 years. It is the combination of the two where I find my passion. I believe clients should be empowered and educated on their financial journey, leaving them in a position of confidence for the future. It needs to encompass an understanding of what you want to achieve and the areas you are looking for help with, to ensure you have a bespoke plan that works for your situation.
This approach is exactly how I work with my clients. Whether you’re going through a divorce and navigating the transition to a new life and the many complexities involved in this. Or an ex-pat who wants to streamline your situation, whilst considering your goals and the complexities of the nature of cross border finances. Or a woman with a professional career, balancing the many different aspects of your life and looking for advice on how to simplify, yet maximise your family’s finances. These are all areas where I can help.
By combining my experiences in education and finance; being a female expat myself with a professional career, and having an extremely busy home life and juggling everything in between, I’ve been given a unique insight into the hurdles and opportunities my clients are presented with.
It has enabled me to understand first-hand the benefit of obtaining a specialist approach to advice, one that is holistic and focuses on nurturing an ongoing relationship. If this is the approach you are looking for to help you on your financial journey, I’d love for you to get in touch and we can chat through your situation and how we can best work together.
I can’t wait to hear from you!
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.