Financial independence starts with You
You Can Take Care of Yourself and the People You Love
Because you have a comprehensive plan in place
Peace of Mind
Feeling financially secure because you have prepared
Some feel they need to have a lot of money for anyone to pay attention to their needs.
The financial services industry is full of jargon and confusion and it can feel like you have to be a money expert to even understand what a financial advisor is telling you.
As a CERTIFIED FINANCIAL PLANNERTM Professional, Kristi uses her over 30 years of experience to help women create and execute their financial plans. She has helped hundreds of women take control of their money. With her comprehensive planning process she can help you too.
Set up a call so you can stop worrying about your financial future and instead feel peace of mind about your money.
We get to know you and your goals to help you determine if we are a good fit for you.
This is a four step virtual meeting process over the course of two months at times that are convenient to you.
This is one virtual meeting to discuss how we can help you in taking action and how you will monitor your plan.
Kristi Andersen, CERTIFIED FINANCIAL PLANNERTM, is a seven-year winner of the FIVE STAR WEALTH MANAGER Award.* She also is Accredited with the Better Business Bureau and has maintained her A+ rating since 2007.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria -required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria -considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.