Financial Planning for Modern Professionals

Empowering Millennials, Gen X, and Gen Z to Pursue Financial Success

 

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At Kibbel Financial Planning, we specialize in providing tailored financial planning services for today's young professionals. Whether you're a Millennial, part of Gen X, or a member of Gen Z, we understand the unique financial challenges and opportunities you face. Our goal is to help you navigate your financial journey with confidence and clarity.

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Ongoing Review and Adjustments

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FINANCIAL PLANNING

 

The core of who we are is rooted in loyalty and trust - it is the foundation from which we build relationships with our clients.

Latest Blogs

5 Tax-Saving Strategies to Keep More of Your Money

Steven Kibbel |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

How to Dive into Business Succession Planning: 10 Key Questions

Steven Kibbel |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

FAQ

Q

How can I stay involved in the financial planning process?

Actively participate in discussions, ask questions, and stay informed about your financial plan. Regularly update your planner on any significant life changes, and be open to adjusting your plan as needed to stay on track toward your goals.

Q

Are financial planners only for wealthy individuals?

No, financial planners can assist individuals at all income levels. They can provide valuable guidance on budgeting, debt management, and planning for future financial goals, regardless of your current financial status.

Q

What information should I bring to my first meeting with a financial planner?

Bring documents related to your income, expenses, assets, and liabilities. Be prepared to discuss your financial goals, risk tolerance, and any specific concerns or questions you may have.