Barbara Kirby

CFP®
direct 651 379-3942
toll free 888 631-8166
fax 651 631-1139
1300 Godward St. NE, Suite 5500
Minneapolis, MN 55413
Financial planning is a process, and my goal is to help you with the gaps and overlaps in your financial picture to help you preserve and enjoy the work of your lifetime.

Education

  • CERTIFIED FINANCIAL PLANNER™, (CFP®)
  • Fellow, Life Management Institute (FLMI)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • St. Olaf College, B.A. Education / Economics

Memberships and Community Involvement

  • Financial Planners Association – member since 1984
  • Sheltering Arms Foundation – former trustee
  • Money Quotient – Financial Life Planning Advanced Licensee

Registrations and Licensing

  • Focus Financial – Financial Advisor
  • Royal Alliance Associates, Inc. – Registered Representative
  • Securities – Series 6, 63, and 7
  • Insurance – Minnesota & Wisconsin life, health, disability, long term care

Services & Client Experience:

Since 1982, my clients have asked me to guide them through the financial side of life’s transitions. Some of these transitions are in our control:

  • Career changes
  • Marriage
  • Children
  • House or second home
  • College
  • Retirement
  • Non-profit work

Some of life’s transitions are not always in our control:

  • Job changes
  • Divorce
  • Sudden inheritance
  • End of life surprises

No matter what, there’s a financial side to each of these events … and ironically, we’re not always at our best when there are financial decisions to be made!

Having a financial plan in place, and with our relationship established, gives you guidance as you encounter life’s journey.

Trust and confidence … professional understanding … quick, capable responses … lifelong guidance and specialization … on-going insight … creative strategies … I integrate your investment, financial, business and estate matters – consistent with your lifestyle and values.

 

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