Kim Miller, CFP®

“If you don’t know where you’re going, any road will take you there.” As a Financial Cartographer, I specialize in helping people draw their own financial roadmap by asking the probing questions that get people to define their unique life vision. Dream it, Plan it, Do it. I use industry standard software tools and the "black box" in my head to analyze your situation to provide a framework within which informed decisions can be tested and presented for discussion. The tools can be applied globally (e.g., comprehensive financial plans) or modularly (e.g., investment analysis only) depending on your needs. Everyone needs financial advice - I do not impose minimum account size or net worth limitations on new clients. Financial advice is a process, not an event – it is my goal to develop a long-term relationship with you and become your trusted advisor. Specialties: Financial Advisory, Retirement Planning, Investment Analysis and Management, Asset Allocation, Model Portfolios, College Funding, Insurance Analysis, Stock Option Planning, Estate Planning, Investor Education