I'm Kiran, Your Financial Coach
I'm a Mergers & Acquisitions Advisory professional with a B.A. in Economics from the University of California Berkeley (go bears!). My passion for personal finance ignited around age 19, when I received my first paycheck; that moment sparked my commitment to intentional money management. What started as carefully mapping out where each dollar would go has evolved into a mission to help others take control of their financial futures through thoughtful planning and informed decision-making.
My experience spans across numerous areas of financial planning - from helping people set and achieve savings goals for major life events such as home ownership, college, or weddings, to teaching effective budgeting strategies. I guide clients in creating manageable debt repayment plans, emphasize the power of early retirement savings, and share fundamental investment principles to build long-term wealth.
I'm thrilled you're taking this important step towards transforming your finances. Whether you're just starting your financial journey or looking to optimize your current strategy, I'm here to help you create a clear path to achieve your goals. Let's work together to build your path to financial success!
