BLOG

KSFP is the unicorn of financial planning. Objective and customized financial planning for a flat-fee. We put the pieces of your financial puzzle together and provide actionable advice to take the stress out of money.
Budgeting

Micro Financial Planning

I help my clients plan for the next 1-5 years. This was considered “short-term” planning in the world of personal finance. However, there is so

Read More
Budgeting

Time to Refi?

Rates are at lows that I have never seen. The US weekly average rates were 2.71% for a 30 year fixed and 2.26% for a

Read More
Financial

The Election & the Market

I wanted to pass on some interesting information regarding the Election & the Market that I gleaned from a Ned Davis Research webinar on the

Read More
Family Finances

The Big Win- A Client Story

Christina and Tom are like many couples. They worked hard, built careers, had a baby, saved money and kept thinking about buying a house. Pre-Covid,

Read More
Financial

Time to Sell?

My dad always tells me “Trees can’t grow to the sky.” But look at this picture. Despite a continued global pandemic, economic contraction and millions

Read More
Family Finances

Guess How Much I Make?

We make up stories in our head every day to explain things around us. If a neighbor buys a new car, we think they must

Read More
Budgeting

Up, Up and Away

I first starting working with Dan and Robin back in October 2012 when they were in their early thirties, newly married and just starting their

Read More
Family Finances

SINGLE PARENTS & MONEY

Single parents have it harder. There is only one person to do everything. Earn the money, raise the children, be involved in school and the

Read More
Budgeting

HOW MUCH IS YOUR HEALTH WORTH?

Health insurance, co-pays, out-of-network, out-of-pocket, OT, PT, etc. are significant costs for a family. Add to those costs a gym membership, fitness classes and mental

Read More
No more posts to show

Subscribe to my newsletter below to receive

Top 10 Financial Tips for COUPLES