Kristie Cahill, CFP®
Founder & Personal CFO
Kristie is a Certified Financial Planner® and dedicated wealth advisor who approaches each client’s financial life as a unique puzzle. She knows there is no one-size-fits-all strategy, which is why she takes the time to understand every client’s goals, challenges, and priorities.
We are committed to acting solely in our clients’ best interests—every time, without exception. With extensive experience and deep industry knowledge, we’ve helped clients navigate a wide range of financial situations. We recognize that each individual’s path is different, so we rely on a personalized, holistic planning process.
Every client begins with a comprehensive financial plan that may include guidance on retirement, education funding, insurance and protection strategies, defined benefit pension and Social Security optimization, estate and legacy planning, tax minimization considerations, and real estate analysis.
Please note that our firm does not provide tax or legal advice. We partner with trusted professionals in our community to ensure clients receive high-quality support in those areas.
