Kaylin Dillon (CFP®)

Kaylin Dillon focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

Ongoing Planning and Investment Management for couples with:
   Prenuptial agreements
   Blended Families
   Separate Assets

One-time Plan and Prenup Prep service available for engaged couples and newlyweds

Service details and cost at www.kdfp.co/services

Professional Associations:

  • CFP® Professional
  • Kansas City Financial Advisors Network
  • Financial Planning Association
  • Financial Therapy Association
  • Additional Information

    Hi I'm Kaylin. I'm a passionate advocate for making money matters transparent and accessible.
    I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets.
    You don't have to choose between planning for your shared future vision and having your own financial goals.

    NAPFA Start Date

    July 29, 2021


    This Office

    1031 Vermont Street, Ste 141 Lawrence, KS 66044 Phone: (785) 838-5500