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.

Our Philosophy

 

 

Client Focus

 

Education and Empowerment

 

Long-Term Vision

 

 

Our Process

 

 

Discovery Session

 

Customized Planning

 

Implementation

 

Ongoing Review and Adjustments

 

Our Services

 

FINANCIAL PLANNING

 

 

FINANCIAL LITERACY

 

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 Damaging Myths About Money Talks & the Facts Behind Them

Steven Kibbel |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

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.