Did you make New Year’s resolutions for 2020? If so, you’re not alone. Most Americans make at least one resolution for the new year, whether it be to lose weight, exercise more or learn a new skill.
Among the most popular resolutions is to manage money better, and that’s where a certified financial planner like Riviera resident Kim Bright comes in.
Financial planners help their clients develop a plan to reach their monetary goals, including buying a home, tax planning, paying off debt and saving for retirement. For Kim, a good place to start with most clients is to focus on the acronym RETIRE –
R – Risk management
E – Essentials of cash flow management
T – Tax strategy
I – Investment management
R – Retirement planning
E – Estate planning
“I take a holistic view of a client’s financial life and together we figure out how to best achieve their goals,” says Kim, who specializes in working with women in transition.
“Many of my clients are women who are going through major life events such as marriage, divorce, death of a spouse, receiving an inheritance, buying or selling a family business, adopting or having a baby, or planning for a child’s education,” she says.
Kim also works with individuals and couples on financial planning concerns including retirement planning, tax strategy, and investment management. With a career in financial services for 35 years as well as a CPA, Kim founded Bright Financial Planning in 2012 so that she could help clients achieve financial peace of mind. Kim is a licensed Certified Financial Planner ™ (CFP®). The CFP® certification is recognized as the highest standard in personal financial planning with a fiduciary responsibility to conduct business solely in the best interest of clients.
“A goal without a plan is just a dream,” she says.
“I help clients develop that plan and put it in motion.”
Kim raised her three children in the Riviera, and in her free time enjoys biking, hiking and visiting with friends in our special community.
For a complimentary 30 minute consultation on achieving your financial goals, you can reach Kim at 310-257-0751, firstname.lastname@example.org, or check out her web page at www.brightfinancialplanning.com.