MEET KIM

FINANCIAL COACH & FOUNDER
Why I traded the corporate boardroom for the coaching table.

For over a decade, I lived the life many strive for; climbing the corporate ladder, earning the MBA, and securing my CPA license while managing multi-million dollar budgets for Fortune 500 companies. The work was precise, (most of) the people were great, and the career was successful by every traditional metric.

But behind the spreadsheets, I found myself searching for something more. I realized that while I was helping big corporations get richer, the people who actually needed that financial expertise, the solopreneurs, the service-based business owners, and the ambitious couples, were often left to figure it out alone.

My aha! moment

The spark didn't happen in an office; it happened in my community. For over ten years, I volunteered with the VITA program, preparing taxes for families who simply needed someone to show them the way. I’ll never forget the client who was so moved by the clarity I provided that she tried to tip me. It was a small gesture that signaled a massive truth: Financial guidance isn't just about numbers; it’s about peace of mind.

When a close friend confided they felt trapped in a city they didn't love because they couldn't afford to move, I knew I could help. We sat down, mapped out the numbers, and built a plan. Seeing that weight lift off their shoulders was the aha moment I couldn't ignore.

Now, I help ambitious people find the balance between enjoying life now and making steady progress towards their future goals.

I realized that my 10+ years of corporate finance wasn't just for the big guys. It was a toolkit I could use to empower you. I was so excited by the possibility of bridging the gap between "making good money" and "building true wealth" that I couldn't sleep.

Today, I combine my CPA experience with the compassionate, proactive support of a coach. I don’t just want to help you file your taxes or track your spending; I want to help you build a life that feels as good as it looks.

Think of me as a personal trainer for your finances. I combine the financial expertise of a CPA with the proactive accountability of a mentor. Whether we’re navigating the ups and downs of irregular income from your business or finally crushing that credit card debt for good, I help you build a custom roadmap and give you the support and accountability you need to make lasting progress.

No judgment. Just the clarity and support you need to feel more in control of your money.

FEATURED IN

Don’t just take my word for it. Hear from the business owners and individuals who have traded financial chaos for complete confidence through my financial coaching programs.

Results that speak for themselves.

A few of my favorite things:

Hundley (My Unofficial Assistant)

My dog sleeps about 22 hours a day. If you hear a light snoring in the background of our call, that’s just Hundley doing his best work.
Puzzles

I love losing track of time with a 1,000-piece puzzle and a great audiobook. It’s the same way I look at your finances, taking a jumble of pieces and finding where they perfectly click together.
Reading

Lately, I’m rotating between Romantasy and Self-Development. I love a good story, whether it’s in a book or the one we're rewriting for your future.
Board Games

I’m obsessed with legacy games that involve storytelling and permanent changes (yes, I’m the person who actually enjoys ripping up the cards when the game tells you to!).