Dossier – Kin Wealth
Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor How do you tailor your financial strategies to fit each client’s goals and lifestyle? Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those […]
Living with Purpose
Building a Life Around Your Goals and Dreams By Melinda Adams, Financial Advisor, CEPA What does it mean to live life to the fullest? For me, the answer became crystal clear this year celebrating my 50th trip around the sun. Turning 50 wasn’t just about reaching a milestone; it was about embracing the […]