Kristine McKinley (CFP®, CPA)
Kristine McKinley focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Kristine specializes in providing Fee-Only financial planning, investment advice, and tax preparation to individuals and families from all income levels. Services offered include: * Investment Planning * Retirement Planning * Tax Planning and Income Tax Preparation * Debt Management * Budgeting & Cash Flow Planning * College funding advice * Insurance reviews Kristine offers her services on an hourly, as-needed basis, perfect for do-it-yourselfers or individuals looking for a second opinion. She invites you to schedule a complimentary, no-obligation introduction meeting to discuss your financial goals and objectives.Additional Information
Kristine is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP™). She holds both a B.S. and M.S. degree in Accounting from the University of Missouri - Kansas City. She is a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network (GPN), a nationwide network of fee-only, hourly financial planners. Kristine is also an active volunteer in her community. She enjoys spending time with her "buddy" at the local nursing home, and volunteering at the Church she attends.NAPFA Start Date
August 29, 2002
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.