Family Minded Approach
Retirement is an exciting phase of life, yet the planning process can feel overwhelming and intimidating for many. If you really think about it, you are trying to make a financial plan for your lifetime and beyond - that alone is an overwhelming notion. At Family Retirement, we strive to make the process feel like a cool breeze on a hot summer day. Our approach focuses on balancing your finances with family in mind.
There are many ways in which you can start preparing for retirement right now. It's simple! First, think about some goals to help create a clear vision of what you're working towards. Next, take a moment to understand your the type of investor you are by answering a few brief questions.
Ultimately, the key is to start early, be consistent, and stay committed to your retirement goals. By taking these steps, you can transform retirement planning from a daunting task into a rewarding journey towards your dreams.
There are many ways in which you can start preparing for retirement right now. It's simple! First, think about some goals to help create a clear vision of what you're working towards. Next, take a moment to understand your the type of investor you are by answering a few brief questions.
Ultimately, the key is to start early, be consistent, and stay committed to your retirement goals. By taking these steps, you can transform retirement planning from a daunting task into a rewarding journey towards your dreams.
|
|
Family Retirement was established in 2018, following KJ's four-year tenure at a small independent firm. Recognizing the value of being an independent Registered Investment Advisor (RIA), she embarked on establishing her own practice with a focus on comprehensive planning that incorporates family members and encourages open dialogues about finance.
As a Master Registered Financial Consultant (MRFC®), Life Insurance Agent, and a member of the National Ethics Association, KJ is well-versed in the financial planning process. She holds the distinction of being the first female in the state of Washington to achieve an MRFC®. Her commitment to ongoing education is evident through her events at schools and workplaces, providing generational solutions in an ever-changing financial landscape. Her noteworthy contributions have garnered local and national recognition, including a recent feature in Fortune magazine as one of the Under 40 Wealth Managers.
Beyond her financial expertise, KJ is a Seattle restaurant owner and real estate investor. In her leisure time, she dedicates herself to community service, serving on the board for Launch, a nonprofit organization dedicated to ensuring every child has equitable access to a bright start. Additionally, she actively contributes to her son's PTSA as the Staff Appreciation Coordinator. Not one for frequent selfies, KJ takes immense pride in her culinary and knitting escapades.
As a Master Registered Financial Consultant (MRFC®), Life Insurance Agent, and a member of the National Ethics Association, KJ is well-versed in the financial planning process. She holds the distinction of being the first female in the state of Washington to achieve an MRFC®. Her commitment to ongoing education is evident through her events at schools and workplaces, providing generational solutions in an ever-changing financial landscape. Her noteworthy contributions have garnered local and national recognition, including a recent feature in Fortune magazine as one of the Under 40 Wealth Managers.
Beyond her financial expertise, KJ is a Seattle restaurant owner and real estate investor. In her leisure time, she dedicates herself to community service, serving on the board for Launch, a nonprofit organization dedicated to ensuring every child has equitable access to a bright start. Additionally, she actively contributes to her son's PTSA as the Staff Appreciation Coordinator. Not one for frequent selfies, KJ takes immense pride in her culinary and knitting escapades.
|
|
Before moving to Washington, her career focus was in Branch Management. Many years at one of top five banks in the United States has provided Krissa with invaluable experience with regard to regulations, compliance, operations, and client relations. During her career as an Operations Manager, she has been able to further develop her knowledge of the banking and investment industry. Krissa currently serves as Operations and Compliance Director for Family Retirement.
Her free time is spent camping, fishing, and road tripping through the United States with her husband.
Her free time is spent camping, fishing, and road tripping through the United States with her husband.
A fiduciary is someone who acts for, and on behalf of, another person. Fiduciaries are held to a higher standard than other financial professionals, and our primary concern is acting in the best interest of you (the client). Our commitment is to act in good faith and solely in the best interest of our clients. Any conflicts of interest that may arise will be fully and fairly disclosed.
