Laura Kimball (CFP®, CPA/PFS, MBA)

Laura Kimball focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Laura is a CFP® professional with Aspire Planning Associates, Inc. where she is a Financial Advisor in the newly opened Plano, Texas office.  After spending most of her career as a CPA, financial consultant and project manager helping organizations achieve their financial goals, Laura made the transition to Financial Planning out of a desire to help individuals and families meet their life goals. 

Laura’s experiences range from public accounting, technology companies, financial services and as a small business owner.  Laura has over 10 years’ experience in financial leadership roles with technology companies, and 12 years in the financial services industry with Capital One, where she drove projects and established processes with a desire to improve the customer experience.

Laura holds a bachelor’s degree in Accounting from Arizona State University and a Master of Business Administration from Southern Methodist University. A current CPA, Laura was awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants.

A Dallas native, Laura lives in the area with her husband and daughter.  She volunteers with her daughter as part of National Charity League, where she has held the position of Treasurer.  Laura has served as a Planning and Zoning Commissioner for the Town of Addison, and as Secretary and Treasurer for Castle Hills Education Foundation Advisory Board.

Additional Information

The Coronavirus and resulting impact on the markets and economy have been a shock to the world.  When faced with the unexpected, we all react in different ways.

Aspire Planning Associates recently surveyed clients and their top concern was for their health or a family member’s health, placing it above their anxiety over investments losing value.  While no one can predict or control what the market will do, we can control how we react.

When asked about changes they would make now to prepare for coming out of the crisis, the top response was to revisit their financial plan.  Clients were less inclined to want to make changes to their holdings or take immediate actions to sell off investments because they were working with a financial advisor who they knew had their back.

Many respondents felt reassured because they had someone who was there when they had questions and could explain what was happening in the market and how it impacted their financial plan.

If you don’t have a financial plan or just need the reassurance that an advisor can provide by being there for you in uncertain times, contact us at Aspire to schedule a 15-minute call to connect with an advisor.

NAPFA Start Date

May 07, 2020

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This Office

7950 Legacy Dr Ste 400-308 Plano, TX 75024-4131 Phone: (972) 776-6230