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.

    NAPFA Start Date

    July 29, 2021


    This Office

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