The Queens Chambers - When Cinderella Owns The Castle

Sep 28, 2023

A Financial Planner Goes Rouge & Wholehearted

A financial advisor who defies the traditional, Kristin has gone rogue in the industry by integrating behavioral science, emotional intelligence, and deeply reflective questioning into her practice. Her approach is groundbreaking and tailored to suit the individual complexities of each client’s life and aspirations. No cookie-cutter plans or generic financial templates—Kristin’s method of Wholehearted Wealth is designed to be as unique as you are. With a blend of rigor, intuition, and a keen sense of each client’s personal and financial landscape, Kristin's Wholehearted Wealth framework isn't just about numbers or investment returns. It’s about aligning your most authentic self with your most ambitious financial goals. It's a comprehensive financial and life strategy that takes into account who you are, what you value, and how you can make your impact on the world, all while providing financial security and peace of mind. Her career in financial planning has spanned more than a decade, and her radical, client-centric approach has earned her national recognition as a visionary in the field. Kristin doesn't believe in a one-size-fits-all financial journey; she believes in a fully customized, deeply personal roadmap that honors your individuality. Her way of planning isn’t just about building wealth—it’s about building a life you love, and the wealth that naturally follows when you’re living in alignment with your deepest intentions and desires. Kristin works with a wide array of clients across the country. Whether you're navigating the challenges of a growing business, approaching retirement, or simply aspiring for more in life, Kristin’s three powerful questions provide the cornerstone for a plan that's grounded in your most meaningful goals and deepest-held values. Your finances are not just a portfolio, they’re a reflection of your life’s work and your future legacy. Make the most of it with Kristin and her pioneering approach to Wholehearted Wealth. https://www.northwesternmutual.com/financial/advisor/kristin-herman/

38 min