This quotation inspires me because I am naturally curious and a life-long learner. When encountering obstacles, I instinctively gather all pertinent information and then look for a solution to “sail my ship” to clearer waters. This often requires learning new skills such as when I had started to fear the “storm” of my impending student-loan debt, so I began to learn as much as I could about budgeting, debt, and personal finance. After reading over a dozen books on the subject, I devised my own strategy and successfully reached my goal of paying off all debt. Though it sometimes felt like a slow process, I learned how to sail my ship toward the financial future that I desired.
In my role as paraplanner, I apply the same logic: I am diligent and pay attention to detail to ensure that a thoughtfully designed solution has been found for each situation. My goal is to help clients partake in decision making and feel confident in their own financial journey.
When not at work, I enjoy being active by playing beach volleyball, learning to golf, and paddleboarding. I am an avid reader who enjoys switching between fiction and non-fiction. I continue to enjoy learning new skills, and my current goal is to become fluent in speaking Spanish.
Kristen is currently working towards becoming a CERTIFIED FINANCIAL PLANNERTM practitioner. Previously, she was employed as a middle school English teacher for over a decade. In 2021, she left teaching in order to pursue her newfound passion that sparked after reading so many personal finance books!
Kristen graduated Magna Cum Laude from the Commonwealth Honors College at The University of Massachusetts in Amherst with a Bachelor of Arts in English and earned a Master of Arts in Education from The University of California in Santa Cruz.
