Kahlilah Dowe (CFP®)

Kahlilah Dowe focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

Our approach at TrueWealth Solutions goes beyond financial advice. We also provide one-on one behavioral coaching using a unique blend of purpose, self-mastery, and personalized financial planning that cultivates a transformative journey and leads to financial freedom, empowerment, and success. Welcoming new clients.

Additional Information

I’ve been a Certified Financial Planner™ for 12 years. Over that time, I worked at one of the world’s largest asset management firms providing advice and coaching to help families with $5 -15 Million in assets to reach their financial goals. I’ve been featured as a financial expert alongside industry thought leaders on live webcasts and Q&A sessions for The New York Times, Facebook Live, Reddit, and Pop Sugar, with audiences of 1M+. I live in the Philadelphia area. My husband and I have 3 children and 2 grandchildren. We are blessed to have 5 generations of family in the area, and I love Friday nights with them!

I hold a B.S. in Business Administration from York College (NYC), I’ve held the CFP™ designation since 2010. I’m a Certified Life Coach through Widener University.

Features:

https://www.facebook.com/watch/live/?ref=watch_permalink&v=2277478189038591 https://www.facebook.com/watch/live/?ref=watch_permalink&v=10156622992879736

NAPFA Start Date

August 11, 2023

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This Office

201 King of Prussia Road Radnor, PA 19087 Phone: +1 (215) 267-6784