Kristen S Higgins

I have always been a planner by nature. If I could schedule, color code and chart out everything, I would. As a young girl, cleaning my room entailed hours of reorganizing toys with a label maker. As a young adult, I created a detailed plan for everything from education and career to travel and volunteer work. And yet, I completely neglected to plan for finances, which led to overspending, an empty bank account and the painful realization that something had to change. This experience forced me to finally harness my organizational skills to build a proactive strategy for my finances. It was a total game changer personally and professionally.

When I became a financial advisor with Edward Jones, I quickly realized how many women were like me: they are the planners, the organizers and the doers, but when it comes to finances, it’s a blank page. Many are unengaged, embarrassed with their lack of expertise or feel guilty for not taking the time, which only makes the problem worse.

That’s why my true purpose is to create a comfortable environment where you are empowered to get organized and take control; shed any guilt or embarrassment and create a financial strategy with confidence. I focus on serving women, but welcome anyone who is serious about organizing, strategizing, and proactively planning for the next chapter in their financial lives. In our process, we will first clarify your values and evaluate how well your money is focused on your priorities while supporting the life you want. Next, we build a balanced investment strategy that deliberately balances your need for income, growth and protection. Finally, we partner over time to proactively address your changing financial needs. If you are looking to build a strong personal relationship with your financial advisor and their team, we would love to schedule a time to talk with you.