Kaylin Dillon, CFP®
Columbia University
Tell me more about Kaylin Dillon, CFP®?
Kaylin Dillon is a Financial Planner with 3.4 years of experience. Based in the United States, she specializes in helping couples thrive financially regardless of their financial definition. Kaylin simplifies financial conversations and decisions, allowing her clients to find the best fit for their needs. She provides professional financial advice and services in Kansas City and other jurisdictions. Kaylin is the founder of Kaylin Dillon Financial Planning LLC, a Registered Investment Advisory firm.
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About
Financial Planning for couples with prenuptial agreements, blended families, and separate assets. I help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I 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. I serve clients in the greater Kansas City area and across the country. 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. Kaylin Dillon Financial Planning LLC is a Registered Investment Advisory firm serving clients in Kansas and other jurisdictions where exempt. (Disclosures: https://kaylindillonfinancial.com/disclosures/)
...See MoreWork Experience
financial planner | prenup coach
Financial Services
Kaylin Dillon, CFP®'s Professional Milestones
- Founding Partner (2020-07-01~2021-03-01): Building a successful business and seeking expertise through successful partnerships and effective decision-making.
- financial planner | prenup coach (2021-07-01~): Improving financial planning strategies to streamline operations and optimize budget allocation.
Education
Chinese Studies
2011Certification
Colleagues
Kaylin Dillon, CFP®
Financial Planner | Prenup Coach
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Kaylin Dillon, CFP®'s role in Kaylin Dillon Financial Planning is financial planner | prenup coach
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Kaylin Dillon, CFP®'s latest job experience is financial planner | prenup coach at Kaylin Dillon Financial Planning
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