Advisor at Kaylin Dillon Financial Planning
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Firm
Kaylin Dillon Financial Planning
Location
Lawrence, KS 66044
Credentials
CFP®
Industry experience
11 years
Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible.
🤝You don't have to choose between planning for your shared future vision and having your own financial goals.
I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets.
Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets
One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
.48%
$4800+/year
Up to $1 million in asset management included in ongoing financial planning service. .48% charged for assets above $1 million up to the cap. See www.kdfp.co/services for more cost info.
The Prenup Coach LLC
2022 - Present (4 years)
Kaylin Dillon Financial Planning LLC
2021 - Present (5 years)
Bowersock Capital Partners LLC
2020 - 2021 (1 year)
Morgan Stanley Wealth Management
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Eudora, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
CFP®, Series 66
Lawrence, KS
Edward Jones
ChFC®, Series 63, Series 66
Lawrence, KS
Edward Jones
Series 63, Series 65
Eudora, KS
Tradewinds Investment Advisors, LLC
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