Broker Check
Kim Stirling

Kim Stirling

Owner

Welcome! It is nice to meet you and I look forward to being of service to you, your family, your loved ones and those closest to you. When I first got into financial services, I was excited to see the many ways I could help others. However, after several years in this field, I have come to realize there are many blocks holding others back from financial success: 1) financial literacy is low while the financial and economical demands are high amongst the working class 2) financial uncertainty, stress and competing priorities shove this topic to the back burner and 3) even when coming to this realization, most people don’t know where or how to start. Further complicating these issues is a mistrust of the financial system and those who work in it. My goal is to continue to remove the perceived barriers that keep working class Americans on the sidelines when it comes to creating personal and generational wealth. 

My passion lies in ensuring the next generation will benefit from wise financial decisions today. I work closely with those who have inherited a lump sum, be it through the loss of a loved one, divorce, settlement or contract. Additionally, I partner with those who would like to establish and follow a financial plan leading to success towards life's milestones such as education planning, retirement planning, asset protection and charitable giving. 

When you work with me, you will be entering into a partnership that encourages collaboration, communication, accountability and transparency from all parties involved. You will be challenged to explore different perspectives, attitudes and behaviors when it comes to finances. One of my favorite quotes is ‘If nothing changes, nothing changes’. (Courtney Stevens)

I graduated with high honors from the University of Southern Mississippi with a degree in Psychology. I went on to complete training through the Coaches Training Institute and obtained a certificate in life coaching. My interaction with clients strives to bring financial clarity, confidence, stability and understanding. In my spare time, I enjoy traveling, outdoor activities such as hiking, sailing, camping, and walking my dogs, Tux and Sophie.