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Knuth Financial Life Planning photo
Knuth Financial Life Planning photo
Knuth Financial Life Planning photo
Knuth Financial Life Planning photo
Knuth Financial Life Planning photo

Knuth Financial Life Planning

5.0 2 reviews
Address: 901 S Lawe St, Appleton, WI 54915, USA Get Directions

About this business

Knuth Financial Life Planning is led by Kay Knuth, CFP, the company's founder and owner, as they celebrate their 15th anniversary. She is a Certified Financial Planner (CFP) with 30 years of experience in assisting clients in achieving financial security through the firm, which offers comprehensive Wealth Management for individuals and families. The firm intentionally addresses all aspects of a client's life. These several aspects include resources (such as money, time, and work), opinions, emotions, and multiple generations. In addition to working with the firm's client team, Kay and her staff also work with them in a casual and comfortable setting. Kay is a Master Family Business Advisor who is aware of the complexities that come with family-owned and operated businesses, giving her invaluable experience in understanding personal and professional relationships better. As a Certified Divorce Financial Analyst, Kay finds the complexity of divorce's financial impacts fascinating, mainly when they intersect with business operations and ownership. Kay has gotten certifications on Registered Life Planning and Retirement Planning, which allow her to address the many aspects of retirement planning, such as replacing salary with income, managing inflation and taxes, and covering healthcare costs. Kay also holds a CDFA: Certifie

Location & directions

Appleton, Wisconsin
Knuth Financial Life Planning
Wealth Management Companies
Address
901 S Lawe St, Appleton, WI 54915, USA
Hours
Closed Now
Knuth Financial Life Planning Reviews · 5.0 average
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