Kelly Klingaman, CFP®, RLP®
Financial Planning for Professional Women & Their Families
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Financial Planning for Professional Women & Their Families
Areas of Focus
- Budgeting
- Buying a House
- Capital Gains
- Career
- Caregiving for Parents
- Cash Flow
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Emergency Savings
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Family and Money
- Fertility Challenges
- Financial Life Planning
- Giving
- Having a Baby
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Money Psychology
- Retiring Early (F.I.R.E)
- Setting Up Retirement Accounts
- Taxes
- Travel
- Women & Wealth
- Work from Home
About Kelly Klingaman, CFP®, RLP®
Hi there! My name is Kelly. I help high-achieving millennial women and their families make better money decisions during their peak earning years and get clear on how to live a great life using money as a tool.Something unique about the clients I serve is that the women tend to work in male-dominated industries (finance, tech, engineering, medicine, & Big Law) where they face additional workplace challenges.
In our ongoing work together, we cover any topic that money touches. For example, I can help you...
🎯 Align how you spend and save your money with what you value most
💸 Figure out when you'll reach financial independence (aka when work = optional!)
🏖️ Incorporate mini-retirements or sabbaticals into your wealth-building years
🏛️ Simplify your taxes as a high-earner with complex salary, bonus, and equity compensation
📊 Make your money work harder for you in the stock market
🏡 Save for big life events like having a baby or buying a home
Before I started my financial planning business, I grew my career on a sales team in investment management. There were virtually no women on the team alongside me, and to be completely honest, I often felt pretty isolated or faced unconscious biases from my peers in the company.
This was especially true going through my pregnancies and then raising young kids in a dual-career household where I made 3x-4x what my husband earned, while the majority of my colleagues and clients were men with a stay-at-home wife who handled all domestic household responsibilities (everything from childcare, cooking, and housework to the invisible mental and emotional labor of managing a household)
My experiences and observations led me to want better outcomes for women in the corporate world, so I built a business to offer customized financial guidance with all of their needs in mind.
If you're an ambitious professional woman, I know you are juggling a lot. That's especially true if you and your spouse are both pursuing professional corporate careers or running your own successful businesses. You're probably making great money and ready to bring someone in to guide you through it all.
We will work together to use your financial resources effectively so you can make the most out of your wealth-building years, and confidently live your ideal life right now.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Registered Life Planner (RLP)
Affiliations
-
100 Women in Finance
- CFP Board
- Kinder Institute of Life Planning
- National Association of Personal Financial Advisors
- Women in ETFs
- XY Planning Network
- CFP Board
Primary Location
Austin, TX, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
What to expect in the first meeting
This first meeting is a no-pressure conversation where we will learn more about each other and determine if KKFP is the best fit for your needs. I will ask about what prompted you to reach out, and high-level details about your current financial situation. I also want to explore your values and vision for living a great life. We'll wrap up with an outline of KKFP's services in greater detail, and I'll make sure to answer any questions on your mind. You'll walk away with an understanding of what it's like to work with KKFP and how much it will cost.Offers Investment Management
Yes
About Kelly Klingaman Financial Planning
Kelly Klingaman Financial Planning helps professional women and their families optimize their high-income years and ensure they use their financial resources effectively to enjoy life now and on the journey ahead.Money decisions are essentially just all life decisions, so KKFP’s process ties everything together for your family:
💰 Cash Flow & Debt Management
📊 Investment Planning
🏛️ Income Tax Planning
🏖️ Retirement Planning
🚀 Equity Compensation
🛡️ Insurance & Risk Management
📜 Estate Planning
🎓 Education Funding
🎁 Gifting to Loved Ones + Charity
🏡 Real Estate Planning
🔐 Organization & Security
👩🏻💻 Corporate Career Track
💼 Business Planning
Education
The University of Texas at Austin Bachelor of Business Administration (BBA), Investment Management Finance
Volunteer Experience
Board Member & Austin City Head - Texas Wall Street Women; Wealth Management Mentor - Langston Wealth Management Center at the University of Texas at Austin
Hobbies and Interests
- Beach
- Boating
- Camping
- Entertaining
- Exercising
- Family
- Grilling
- Hiking
- Reading
- Sports
- Traveling
- Volleyball
- Walking
- Working Out
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Families
- Financial Independence Retire Early (FIRE)
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Parents
- Physicians
- Remote Workers
- Sales Professionals
- Scientists
- Single Women
- Technology Professionals
- Travel Lovers
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Peace of Mind and Smart Planning
We had a great experience working with Kelly
Intentional, Thoughtful, and Empathetic!
Kelly is the BEST
Highly Recommend
Best decision we could have made as a couple
A Trusted Guide Through Life's Financial Decisions
Thorough, Thoughtful, and High Touch Service
Life Changing Guidance
Financial planning tailored to your needs
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
FAQs
FAQ Disclosures
Kelly Klingaman Financial Planning LLC (“KKFP”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. View Disclosures.
