Advisor at Pathways Financial Planning
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Firm
Pathways Financial Planning
Location
Neptune, NJ 07753
Credentials
CFP®
Industry experience
2 years
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce.
Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths.
She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals.
Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
Range: $6,000 - $9,600/year
$250
Ongoing Clients: Flat-fee capped at $9,600/yr paid monthly or quarterly (this is a significant discount to AUM) Hourly and Divorce Clients: $250/hr
Regus 3600 Rt 66, Suite 150
Neptune, NJ 07753
Maine · Massachusetts · New Hampshire · New Jersey
Countiss Wealth Management
2024 - 2025 (1 year)
Pathways Financial Planning, LLC
2024 - Present (2 years)
Cornerstone Financial Planning, LLC
2023 - 2024 (1 year)
Southern New Hampshire University
2014 - 2023 (9 years)
Marshwood School District
2014 - 2021 (7 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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