Kathleen Boyd, CFP®, CSLP
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Kathleen
Bio
Hi, I’m Kathleen! I’m here to help you navigate big financial decisions when the stakes feel high and the rules feel confusing. I specialize in real‑life financial decisions that don’t fit neatly into a template, especially for people with big goals, complex debt, or non‑traditional paths. I really enjoy working with first-gen professionals who are breaking generational curses and building wealth for the first time. I also bring deep expertise in student loan‑informed financial planning, helping borrowers understand how their loans fit into their broader financial picture. My approach is direct, clear, judgment-free, and practical. No scare tactics, no shame — just thoughtful guidance so you can move forward with confidence.
I Can Help You With
I Enjoy Working With
Personal Stuff
I’m SoCal-based and live a digital nomad lifestyle, which allows me to blend work with my love of international travel and exploring new cultures. I enjoy staying active with tennis, following college sports (especially women's basketball), and spending time with animals — especially cats 🐱. I’m also a big gamer, and unwinding with COD Zombies is one of my favorite ways to reset and recharge 🧟😅. 🏳️🌈
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Student Loan Planning
- Retirement Planning
- Investment Planning
- Tax Planning
- Debt Management
- Home Purchase Planning
- Financial Independence
- Savings Strategies
- Account Optimization
- Self Employment Tax Strategies
- Portfolio Management
- Healthcare Savings Accounts
- Knowledgeable
- Professional
- Clear
- Patient
- Kind
- Warm
- Nonjudgmental
- Thorough
- Thoughtful
- Responsive
- Organized
- Prepared
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Great experience!
Kathleen was very helpful and kept us on track for our one-time meeting. She sent an extremely comprehensive email summary afterwards with concrete next steps.
Kathleen was very helpful. She answered all of ...
Kathleen was very helpful. She answered all of our questions and gave us information on how we can achieve our financial goals. We have a game plan for the coming years now which is great. I’d recommend her to anyone!
Kathleen is a gem. Knowledgeable and profession...
Kathleen is a gem. Knowledgeable and professional. I wanted to focus our time on a detailed account review, which Kathleen delivered. She was clear about where we have gaps, what is working well, and what we should be getting from our current advisor. I appreciated her candor and transparency. She put no pressure on us to do anything, including spending more time with her. She simply delivered the facts that helped us make smarter decisions. Based on our interactions to date, we'll absolutely continue working with her.
Helpful with student loan repayment
Kathleen was very informative and was able to breakdown my options for student loan repayment. She guided me through options I hadn’t thought about and I left the meeting feeling more confident in my approach for repayment.
Explained everything clearly
Kathleen explained everything clearly, answered all my questions, and provided helpful resources for me to do continued financial management on my own.
Highly recommended
I feel much more confident about my financial future after working on my plan with Kathleen. She was warm, nonjudgmental, and responsive to my questions. I also appreciated her willingness to adjust the original plan after our first few meetings together when new information came to light.
Meeting with Kathleen was one of the best inves...
Meeting with Kathleen was one of the best investments i have made! With all the ongoing changes with federal student loans she was extremely knowledgeable. We went over the repayment plan options and what was the best fit for me. In addition we went over my retirement accounts. I was super confused as to which account to open and Kathleen broke it down for me. On top of all her knowledge she was kind, patient, and forthcoming. I will definitely meet with her again. I highly recommend to make an appointment with her.
Kathleen was very kind, efficient, and knowledg...
Kathleen was very kind, efficient, and knowledgable. She helped us work through an issue with a loan in a way that didn't' feel judgmental. I definitely recommend her, especially for talking about student loans and debt.
Helping Me See That Retirement Was Possible
Working with Kathleen has been incredibly valuable during a major transition in my life. She helped me understand that retirement was not only possible, but also gave me the tools and a clear plan to make it a reality. What I appreciated most was the confidence I gained through the process. Kathleen took the time to walk me through different scenarios, answer my questions, and help me see my financial future much more clearly. Instead of feeling uncertain about what came next, I felt informed, prepared, and confident enough to take that next step. I’m incredibly grateful for Kathleen’s guidance and support. She helped me see that retirement could be the beginning of an exciting new chapter, rather than something to be afraid of. I would highly recommend her to anyone looking for thoughtful, knowledgeable, and supportive financial guidance.
Thorough and thoughtful!
Kathleen had thoughtful answers to my (many) questions, and took care to connect her answers and suggestions to the broader goals that she and I began discussing.
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.