Kathleen Boyd, CFP®, CSLP
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Kathleen
Biografía
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.
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Lo personal
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 🧟😅. 🏳️🌈
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Student Loan Repayment
- Retirement Planning
- Investment Planning
- Tax Planning
- Financial Planning
- Debt Management
- College Funding
- Home Purchase Planning
- Real Estate Decisions
- Portfolio Management
- Account Prioritization
- Self Employment Tax Strategies
- Knowledgeable
- Organized
- Kind
- Helpful
- Patient
- Warm
- Nonjudgmental
- Thorough
- Clear
- Professional
- Approachable
- Supportive
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Kathleen is a good listener and very organized ...
Kathleen is a good listener and very organized in tackling the topics that that I brought to the session. She was able to recommend action items which I appreciate and looking forward to meeting with her again after I got those done.
Kathleen is fantastic! Highly reccommend.
I met with Kathleen for the hour and it was so helpful. She is so knowledgeable, kind, and helpful. She walked me through loan repayment options given different scenarios in my career, and then we talked about the pros and cons of each. I've done a considerable amount of research when it comes to student loan repayment and while that was helpful, her expertise and experience meant she taught me stuff I didn't know about, including ways to save. She really helped put together the whole picture whether I go down path 1, 2, or 3, which was simply invaluable. I highly highly recommend booking with her, especially if you just need someone to take a look at your numbers and give you advice about your options. For reference, I have high student loans and starting in a professional career. She was able to balance all my uncertainties and and she really listened to what I wanted to do with my money. We didn't get into investing but I will be setting up another hour to do this with her.
I had a great experience with Kathleen during m...
I had a great experience with Kathleen during my one hour session! She explained everything clearly and patiently addressed my many questions about different aspects of my finances. I really appreciated her knowledge and guidance. It was also a plus that she has experience working with physicians. Highly recommend!
Kathleen is Bleeping Awesome!
Kathleen has a very keen eye for worthwhile investments in a versatile market. Her practical approach is easy to follow and very efficient. I look forward to working with her in the future. My only complaint is that I wish I found her sooner.
Kathleen was so helpful and thorough with every...
Kathleen was so helpful and thorough with everything we looked over and reviewed! I was happy to have learned some new things and come to a decision I felt good about because of the time and care she put into going over my needs and concerns. I highly recommend anyone coming to her!
Clear communication
Answered all my questions and left me with a clear path forward.
She set me on the right track
Fantastic experience talking with Kathleen. She set me on the right track on filling out the FAFSA and how to position money, including some key links to calculators to figure this out. We also talked about how to handle college funding, retirement goals, and more immediate funding needs all at the same time. This hour was truly helpful and she did a great job explaining everything to me.
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.
Preguntas frecuentes
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.