Expect more from your advisor.
Kris Summers is a passionate, enthusiastic financial planner with extensive education and knowledge. She takes a unique approach to financial planning. With her team, you’ll get boutique service from an authentic, compassionate finance expert.
- Get answers you can understand to your most complex questions.
- Simplify and organize your financial life (all your accounts, papers, policies in one place!)
- Each interaction is built on honesty and integrity.
- We’re all about the client.
Freedom. Peace. Simplicity.
We are helping people like you make better financial decisions every day, as you’re going through seasons such as:
- Building your business or medical practice
- Having children or buying a home
- Planning for retirement
- Transferring wealth to the next generation
