Kari Polasek (CFP®)

Kari Polasek focuses in the
following client markets or areas of practice:

Baby Boomers

College/Education Planning

Divorce Planning

Generation X

LGBT Couples and Families

Middle Income Client Needs

Planning Specialties

Retirement Plan Investment Advice Investment Advice with Ongoing Management Cash Flow/Budgets/Credit Issues Charitable Giving Divorce Planning College/Education Planning Middle Income Client Needs Investment Advice without Ongoing Management Retirement Planning & Distribution Rules Socially Responsible Investments LGBT Couples and Families Novice Investors Unmarried Couples Baby Boomers Women's Financial Planning Issues Financial Psychology/Coaching Generation X Millennials Fixed Fee (Subscription, Retainer, etc.) AUM

Additional Information

I am an independent CERTIFIED FINANCIAL PLANNER™ with 16 years of industry experience. I am passionate about comprehensive financial planning. I want to partner with you to build a financial plan, make recommendations, and implement strategies to help you achieve your financial goals. I can provide financial planning including risk management, estate planning, and investment management services. I bill as a subscription service, a flat financial planning project fee, or assets under management, whichever you determine is best for you.