I’m Kristy.
Mama to 2 and an angel baby, wife, business owner, and friend. I’m highly sensitive, empathic, intuitive, and an adventuring free spirit who loves new experiences, traveling, movement, nature, food, and binging just about any reality series.
But there’s more.
I began my career as a financial planner in 2013 at a “traditional” financial services firm. Aka straight white male-dominated. Fun, right?
It was the patriarchy at its finest — rich white men getting richer — money staying in the hands of people who have always had it.
I saw a lot of shitty financial advisors who were:
selling investment products just to make a commission — without caring how that would affect a client’s financial future or continuing the relationship beyond the sale.
judging and shaming their clients — instead of empathy and supporting them in their vision.
calling themselves financial “advisors” but really just trying to sell life insurance, instead of serving as a fiduciary with the client’s best interests in mind.
Talking only about investments and minimums, instead of serving clients holistically with investments, mindset, financial planning, and wealth energy.
Even though I was successful at this firm — I had a six-figure business, working only 20 hours per week, and I achieved my CERTIFIED FINANCIAL PLANNER™ designation and worked with hundreds of clients — I wasn’t happy.
My passion for this work started to fade and left me questioning everything. I stopped showing up for my business …
… 3 weeks into a depressed burnout spiral and a nonstop Netflix binge, I realized I had a bigger vision.
You see, my values don’t align with old-school financial advising. And I wasn’t passionate about the clients I was serving.
I saw just how many inequities there were in financial planning and wealth building.
There’s a lot of talk about the gender wage gap in mainstream media — the differences between how much men and women earn. There’s less talk about the racial income gap and the differences in how much white people and people of color earn.
There’s barely any talk about the wealth gap. Wealth is about owning things — stocks, bonds, real estate, businesses — and allows your money to work for you and grow while you sleep.
There’s a gap between the wealth owned by men and women, and the wealth owned by white people and people of color.
I believe that gap must be closed.
And FAST.
That’s why I do what I do.
That’s the vision I have for myself, and the vision I hold for my clients.
As I started making good money and got out of survival mode, I started thinking about how I could maximize my earnings to build wealth.
I wanted to secure my financial future and feel free to spend and expand my lifestyle
I wanted to start a family and make sure everyone was well taken care of.
I’m now able to take care of myself and live my dream life, and also support my family’s future while building wealth for generations to come.
I give by tipping real good, donating to nonprofits, helping family, and being generous in whatever opportunities present themselves. I’m passionate about deepening my understanding and teachings of what it means to give and spread wealth.
When we get wealthy, we will make the world a better place.
I hold that vision for myself and for my clients by helping them become millionaires and beyond. The ripple effect of hundreds, and thousands, and millions of women, people of color, and LGBTQIA+ folks getting wealthy opens up the doors to real and lasting change in the opportunities available to marginalized communities.
I want to help 1,000 women become (multi) millionaires, build wealth, and break generational patterns around money.
I’m excited about the work I do, and I invite you to join me on the journey of becoming wealthy, living your dream life, giving to your family and others, and making a positive change in the world.
Learn more about working with me and schedule a free call to get started on your wealth-building journey.
