Kaylin Dillon, CFP®
Financial Planner | Prenup Coach
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Kaylin Dillon Financial Planning
Kaylin Dillon, CFP® she/her
Lawrence, KS
Serving Clients Nationwide
Financial Planner | Prenup Coach
Areas of Focus
- Estate Planning
- Family and Money
- High Net Worth
- Inherited Wealth
- Investment Management
About Me
Hi I'm Kaylin. I'm a CFP® financial planner with expertise in prenups. And I'm an advocate for making money matters transparent and accessible.I started my career at Morgan Stanley in 2012 where I was a financial advisor and portfolio manager.
I started my financial planning practice to modernize financial planning for couples with prenups, blended families, and separate assets. I believe you don't have to choose between being independent and being in a thriving partnership.
I'm also on a mission to make prenup-getting less daunting for engaged couples. I created The Prenup Coach® - a platform that provides education and support to couples at all stages of the prenuptial agreement process.
My Story
When my dad died his life insurance policy was supposed to name my sister and me as the beneficiaries according to his divorce agreement with my mom. It turned out he had changed the beneficiary to his new wife. I was a teenager, and this was my first time learning that there’s no authority out there making sure people stick to their legal agreements. It seemed bizarre to me that the only mechanism to enforce an agreement is to go through the legal system after an agreement is broken. Surely lots of people don’t even mean to break their agreements, right?
When my husband and I got married we first signed a prenuptial agreement. By that point I’d already learned that it was up to us to make sure we upheld the terms of our own agreement. We didn’t have an authority figure reminding us how to title our accounts and property, paying attention to where we deposited paychecks, or making sure we maintain life insurance, as we’d agreed to do. But I started thinking: wouldn’t it be nice if we did?
Financial advisors are in a unique position to help families proactively keep family law out of their family’s choices.
Whether it’s for a divorce or a marriage, couples don’t enter into marital agreements lightly. This is why I care about helping couples uphold the agreements they’ve made all the while helping them plan confidently for their future together.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Lawrence, KS, 66044
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free consultation to discuss your needs and whether my services will be a good fit for you. There's no cost for this introductory meeting and our discussion is confidential. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
I started KDFP to help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I simplify the financial decisions that most busy couples find too messy to face alone.I created a fee-only practice with no minimum asset requirement because I’m a passionate advocate for making money matters transparent and accessible.
You & Your Partner, Together, Are My Client
I’m wholly focused on helping you plan for your financial future in a way that strengthens your relationship. I believe your desire to define how you treat your money, now and in the future, is something to celebrate.
When couples are dividing up the work of their lives, it’s not uncommon for one spouse to be assigned the task of family CFO. Other times, managing the finances is more of a tag-team effort. Regardless of your situation, you can rest assured that I will always include both partners in my communications.
I’m a fiduciary, which means I put your best interest first.
I am a fee-only advisor, which means I’m paid directly by you and only by you. I will never accept commissions or compensation from another party that could create a conflict of interest.
How I See It
✔️ INTEGRITY
I believe integrity is more important than perfection. Integrity is doing what you say you’ll do, when you say you’ll do it, or communicating any change in that plan at the earliest moment you’re aware of it. I aim to always conduct my work with integrity first and foremost.
✔️ SAFETY
I believe all people are making choices for reasons that make sense to them, whether we agree or not. It is important to me that my business is a safe place where clients feel encouraged and supported. I have basic training in financial therapy skills and am dedicated to providing my services in a trauma-informed framework.
✔️ BOUNDARIES
Clear expectations and boundaries make room for fun. Healthy boundaries are important in couple’s finances and in client relationships. I cap my fee to be sure I am not incentivized to unnecessarily stretch my boundaries in the name of client service. This also enables you to be a confident steward of your own financial plan.
✔️ RELATIONSHIPS
I prioritize relational health and transparency. I include both partners in my communications. I strive to make the work of transparency between partners easier, often via technology. I also refer clients for therapy if I notice a repetitive relational dynamic that can’t be helped by spreadsheets.
Education
New York University, Certificate in Financial Planning, 2019 | The University of Kansas, Master of Arts, East Asian Studies, 2014 | The University of Kansas, Bachelor of Arts, East Asian Studies, 2012 | The University of Kansas, Bachelor of Arts, French Language and Literature, 2011 | Columbia University in the City of New York, Summer Program at Minzu University of China, Chinese Studies, 2011 | University of Strasbourg, Summer Program, French Studies, 2008
Hobbies and Interests
- Family
- Golf
- Traveling
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Blended Family
- Business Owners
- Couples
- Dual Income Family
- Intergenerational Families
- LGBTQ Couples
- Newly Engaged / Newlywed
- Technology Professionals
- Women Professionals
- Young Families
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