FINANCIAL PLANNING FOR COUPLES WITH
PRENUPTIAL AGREEMENTS | BLENDED FAMILIES | SEPARATE ASSETS
You & your partner, together, are my client
I’m wholly focused on helping you plan for your financial future in a way that strengthens your relationship. I believe your desire to define how you treat your money, now and in the future, is something to celebrate.
When couples are dividing up the work of their lives, it’s not uncommon for one spouse to be assigned the task of family CFO. Other times, managing the finances is more of a tag-team effort. Regardless of your situation, you can rest assured that I will always include both partners in my communications.
I’m a fiduciary, which means I put your best interest first.
I am a fee-only advisor, which means I’m paid directly by you and only by you. I will never accept commissions or compensation from another party that could create a conflict of interest.
Ready to get your finances in order?
There’s so much liability concern in the financial industry, but receiving multiple choices from an expert can add unnecessary noise to the decision process.
I MAKE SURE TO PROVIDE A CLEAR OPINION WHEN CLIENTS ARE FACED WITH A DECISION
Kaylin Dillon, CFP®
I started KDFP to help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I help simplify the financial conversations and decisions that most busy couples either do not have time to take on or find too messy to face alone.
Prior to starting KDFP I began my career in 2012 in various wealth management roles, including portfolio manager and financial advisor at Morgan Stanley and a founding partner of an independent wealth management firm. After helping launch my previous firm, I couldn’t shake the idea that I could be doing more to personally make an impact on people’s financial lives.
I created a fee-only practice without a minimum asset requirement because everyone deserves professional financial advice regardless of the size of their investment accounts.