Barbara Kirby

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.