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.)

Unmarried Couples

Planning Specialties

Financial Planning and Investment Management for couples with:

Prenuptial agreements

Blended families

Separate assets

Professional Associations:

CFP® Professional

Kansas City Financial Advisors Network

Financial Planning Association

Financial Therapy Association

Additional Information

I started KDFP to help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I help simplify the financial conversations and decisions that most busy couples either do not have time to take on or find too messy to face alone.
Prior to starting KDFP I began my career in 2012 in various wealth management roles, including portfolio manager and financial advisor at Morgan Stanley and a founding partner of an independent wealth management firm. After helping launch my previous firm, I couldn’t shake the idea that I could be doing more to personally make an impact on people’s financial lives.
I created a fee-only practice without a minimum asset requirement because everyone deserves professional financial advice regardless of the size of their investment accounts.