About Me
Are you worried about your finances, and you can't sleep? Having a plan will help!
Kaki's Resume:
CPA (12 years in Audit, including 5 years auditing 401k plans)
CFO (6 years as a Sports Ticketing Exec)
CFP® (CERTIFIED FINANCIAL PLANNER™ and Founder of Look Both Ways Financial)
WHY?
Kaki founded Look Both Ways Financial because she is passionate about teaching and genuinely helping people. My Dad taught me drivers ed. He would say “when the light turns green, you still need to look both ways”. That sound advice applies to our financial lives as well! Kaki will help you Look Both Ways!
Emotions Matter Too:
Kaki didn’t start in financial planning, so she thinks about things differently. We all walk around with emotions, and we make money decisions every day. We can try to ignore it, but emotions impact our money decisions. If you want to FEEL better about money and investing, having a plan is the first step.
Kaki helps you prioritize competing financial goals such as:
Saving for retirement
Tax planning
Creating a legacy
College savings
Charitable goals
Kaki's Style: Lets keep personal finance PERSONAL. Your goals will drive the direction of the services and solutions offered. Kaki will meet you where you are without judgement and create a trusting comfortable environment. Kaki will teach you every step along the way. Her goal is to help you feel safe, strong, and secure with your own money!
Kaki loves to garden and skips the nail salon! She likes to hike, ski, golf, play pickleball, and generally be outside. Kaki has two children and is married to her college sweetheart.