About Kindled Planning
Kindled Planning was created to bring clarity and calm to the financial lives of families and business owners. Too often, traditional financial services are built around selling products or managing investments, not around the real challenges households face. We take a different approach.
Our Mission
At Kindled Planning, our mission is simple, to act as your personal CFO, blending tax expertise with ongoing financial strategy that evolves with you through every stage of life. Whether you’re raising a family, scaling a business, or planning for retirement, we bring everything together into one clear, actionable plan, so you can focus on what matters most.
Led by a licensed CPA with bachelor’s and master’s degrees in accounting, we bring over six years of Fortune 100 and high-growth company experience to every client relationship. From managing $100M+ budgets to advising on billion-dollar transactions, that background taught us how to simplify complexity, anticipate what’s next, and drive long-term value.
Today, that same financial rigor is applied to helping families and business owners make confident, tax-smart decisions without the jargon. Our goal is straightforward: deliver the level of insight once reserved for large corporations, but in a way that’s personal, practical, and built entirely around you.
Our Core Values
Clarity Above All
You’ll always know where you stand and what’s ahead, no jargon, no confusion, just clear guidance.
Your Goals First
100% fiduciary, 0% product sales. Every recommendation is rooted in your best interest.
Time Well Spent
We make planning efficient, proactive, and genuinely worth your time.
Integrated Perspective
Taxes, planning, business, and life events are all connected, so we plan for them together.
Always Within Reach
In-person, by phone, or through your favorite apps, we’re the trusted contact in your pocket.
Human Connection
We build lasting relationships that go beyond numbers, grounded in trust and genuine care.
Contact us.
Financial planning is personal, that’s why every relationship starts with a conversation. Reach out today to see how Kindled Planning can support your goals, your family, and your peace of mind.
Email:
info@kindledplanning.com
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Featured Resource
What Is a Personal CFO, and Why They’re Possible Now
Feeling overwhelmed by money decisions, apps, and advice? This post explores what financial clarity actually feels like — and how a Personal CFO helps busy families and business owners move from scattered to strategic with a clear, aligned plan.