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

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

Submit
Submit

This Office

200 NE Missouri Rd Ste 200 Lees Summit, MO 64086-4722 Phone: 816-739-4853