Serving Clients for Over 30 Years

Kim is interested in knowing who I am and what matters to me. With that information, she constructs a portfolio to support the themes consistent with my mission. She uses sophisticated, understandable projection tools to look at different "what if" scenarios as I approach retirement age. I appreciate her positive outlook when the market is not so positive. Kim has given me advice and feedback on my decisions regarding health insurance, HSAs, and retirement contributions when I have been in a new employment situation. Her insight has proven to be valuable. I include her in decisions regarding significant life changes, and I know she will give thoughtful, intelligent, objective opinions. She has my best interests at heart.

I can’t recommend Embrace Wealth Management highly enough. Their team was incredibly supportive and encouraging throughout my journey, especially as I navigated new financial territory after a recent divorce. I initially felt embarrassed about learning these things for the first time, but their compassionate approach made me feel so encouraged. Their expertise and understanding of financial nuances are outstanding!

Overall, the level of care and detail in the financial plan they put together for me blew me away. I’m stepping into this new stage of life feeling more financially confident and capable than I ever have. Kim and her team are absolutely the best!

Kim has fantastic listening skills and truly cares about my family's financial needs. One of my most important concerns was when to start drawing my Social Security benefits. Kim "mapped" out the best strategy for my husband and me. I value her advice and highly recommend her to anyone trying to figure out how to be successful in retirement.

Every meeting with Kim is a rewarding experience. She's friendly and focused, ensuring we stick to the agenda while addressing all my concerns. She truly cares about my financial well-being and that of my family. She keeps me in the loop about important topics like Required Minimum Distributions (RMDs) and tax matters. Each time we meet, I walk away with valuable insights that positively impact my investment portfolios.

Kim goes above and beyond to ensure our questions are answered, and our needs are met. She has also offered valuable advice on estate settlement and tax planning.

Kim takes the time to get to know my family and me. She's been there for me as my life, health, and finances changed.

Kim is professional & fun! Her knowledge is valuable. Her presentations are interesting & understandable. Kim explains the complications of finance to me in ways I understand and comprehend. I always feel valued by her attention to the details of my financial portfolio, and I trust that my money is in competent hands.

Thanks, Kim, for always having answers and solutions to my financial questions. I trust Kim’s guidance and appreciate the support.

I highly recommend Embrace Wealth Management to anyone seeking professional, knowledgeable, and compassionate financial guidance. Working with Kim and her team has made me feel comfortable and confident in all my financial decisions. Reflecting on our journey together, I realize I wouldn’t be in my financially solid position today without their expertise. Plus, I’ve gained a great friend along the way.

Dear Kim, meeting with you in your office has always been a pleasant experience. We find you very friendly, enthusiastic, and professional in all your ways. You have a special gift for extracting critical financial details. You helped us understand what we want in our future home and how to get our estate-planning documents together. You helped us realize our actual needs & goals and helped us stay on track. Signing up with you and Embrace Wealth Management has been one of our most important decisions. This journey has greatly benefited us and, most importantly, given us peace of mind. We appreciate you so much.

Our experience working with Kim has been one of mutual respect over many years. She is good at helping with complex concepts. She makes us feel secure when things seem chaotic in the financial world.

Kim is the owner and financial planner at Embrace Wealth Management. She is the best!!! She cares about her clients. She is intelligent, level-headed, understanding, and sometimes realizes what you need before you do.

Kim is amazing! Incredible at listening to my needs. I am so glad that she chose this profession because I believe she’ll help a lot of people such as myself.

Kim is a trustworthy, professional, caring Certified Financial Planner. She has provided guidance and personalized advice to us during our working years and is by our side as we transition into retirement. She keeps us focused on our goals and is a fantastic listener, communicator, and dear friend.