Who I Work With
I work with women who are ready
to stop doing it alone.
Going through divorce
Untangling shared finances, QDROs, asset division, and rebuilding financial identity on your own terms.
Navigating loss
Stepping into finances for the first time after losing a spouse - survivor benefits, estate settlement, what to do first.
Changing careers
Job change, career pivot, or going independent - 401k rollovers, income gap planning, benefits you might be leaving behind.
Managing a wealth event
Inheritance, settlement, or business sale - making the right decisions with a sudden influx of assets before the window closes.
Empty nest, catching up
Redirecting cash flow, getting serious about retirement, and redefining what your financial life looks like from here.
Successful and ready
Smart, busy, and overdue. You've been meaning to get a real plan in place - this is how that starts.
You don't have to have it all figured out. That's exactly what I'm here for.
How it works
Here's exactly what happens - and
when you'd ever have to commit to anything.
01
Intro Call
30 minutes. We get to know each other. I learn what you're navigating. You decide if it feels right.
02
Discovery Meeting
We go deep on your full financial picture - income, assets, goals, and the gaps you might not know are there.
03
Planning Meeting
Real recommendations built around your actual situation. This is where you decide if we move forward together.
04
Implementation
If we're a fit, we put the plan in motion. The hard part is already mostly done.
I do the work first. You decide when you're ready.
About Kaylee
A financial planner who actually understands what you're going through.
I'm a CFP® based in the Twin Cities, and I've spent my career working with women at the moments that matter most - divorce, loss, major transitions, and the long overdue realization that it's time to get serious about the future.
My BFA™ certification in behavioral financial advising means I don't just look at your portfolio. I understand the emotional side of money decisions - especially when life is complicated.
I built something independent so I could do this work the right way: a real plan, built around your actual life, with no pressure until you've seen exactly what's possible.
As featured in
NerdWallet | Yahoo Finance
The plan you keep meaning to
make is already costing you
something
Waiting isn't neutral. Book a free intro call and see what's actually possible.
30 minutes · Zero obligation · Minnesota-based, serving women nationally
