Kaylin Dillon, CFP®
Specialties
Couples with Prenups
Blended Families
Engaged Couples
Newlyweds
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About Kaylin
Firm
Kaylin Dillon Financial Planning
Bio
Hi I'm Kaylin. I started my financial planning firm to help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I help simplify the financial conversations and decisions that most busy couples either do not have time to take on or find too messy to face alone.
I began my career in wealth management in 2012 and my previous roles include portfolio manager and financial advisor at Morgan Stanley and founding partner of an independent wealth management firm. After helping launch my previous firm, I couldn’t shake the idea that I could be doing more to personally make an impact on people’s financial lives.
I’m wholly focused on helping my clients plan for their financial future in a way that strengthens their relationships. I found through my own experience that this approach is particularly lacking for couples with prenups and blended families. These couples often come to me feeling like square pegs trying to fit in round holes. There's nothing I love more than guiding a couple through the planning process in a way that brings them confidence about their future together.
Address*
1031 Vermont Street, Suite 141
Lawrence, KS 66044
*Also works virtually
Phone
Website
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