Work with Kristy
You’re missing the proactive, forward focused aspect of planning your finances. You may have a bookkeeper or accountant helping you to look back on what’s already happened. You’re missing the support to plan ahead and make strategic and intentional financial decisions. No more reacting and playing catch up. Get ahead and take control of your financial future.
Your life and business are so connected, it’s hard to balance financial decision making between the two. You’re wondering what to do with the profits in your business. Should you reinvest? Take money out to invest in an IRA? You wonder how much to keep in the business to meet your growth goals and how much to pay yourself to reach your personal goals.
It’s completely normal to get stressed out about money, and you’re not alone. It’s common to feel shame and embarrassment, like you should be further ahead. Money doesn’t have to feel this way. You can get the support you need without judgment, like you’re talking to a girlfriend who has your back. Finances can be one of those areas of your life that feels good.
Setting money goals: Your big picture vision and an actionable focus for today, yes please.
OnRoute Financial is a financial planning company serving high achieving entrepreneurs who want to make strategic and intentional financial decisions.
You’ve hustled to make money doing work you love, and now you’re ready to maximize the money you’re earning as you continue to grow.
You’re ready to get your it together once and for all. You want someone who can help you cut through the noise and focus on the things that matter most.
We believe in you, and know you can do it. You’re worth it and deserve to be the person living with financial peace and confidence that you’re on the right track.