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 Other marital agreements Blended families Separate assets

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.

NAPFA Start Date

July 29, 2021

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This Office

1031 Vermont Street, Ste 143 Lawrence, KS 66044 Phone: (785) 838-5500