There's a better way to wealth.
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We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
Our primary focus will always be to build customized strategies that are effective and resilient. As an independent financial services firm, we can then access many different products so you can get the right tools for the job.
We use proven finance strategies designed to maximize your financial potential. Adopting a system fewer than 1% of Advisors understand, we help you to create balance in your financial world - making your money, not you, work harder to meet your goals. We get you organized, control your costs, and reduce your risk, all while using an easy-to-understand model.
Your financial success requires a balanced approach to protecting your income and assets, establishing savings for opportunities and emergencies, and creating as much growth as possible. Focusing on just one or two of these areas (as much as one may be more fun than the other), leaves you exposed to market changes, fees, taxes and lost opportunity. Three Thirds creates a whole.
When was the last time you had a financial check up, or a second opinion? A personalized workshop to review your current strategies is always complimentary.
Talking about money and building wealth may be serious, but it doesn't have to be hard for you! Kristen combines her years of advisory experience with a unique approach that will leave you feeling empowered, excited and more relaxed about your financial situation.
It's time we tell the whole truth about money! At Three Thirds Financial, we want you to know that what you see is what you get - honest, clear advice to put you on the best financial footing possible.
You're not just a number here - this is not your banking experience! It's important that we have a respectful, valued relationship, and to build that trust, we do what we say we'll do, when we say we'll do it.
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Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Monday - Friday: 9am - 5pm
Saturday: By appointment