Kay’s mother, Bernice, always told her, “You can do whatever it is you want to do”. Kay is a product of two loving parents and an older sister from a supportive and humble family. Her parents, and especially her mother, were strong supporters of her as a Financial Planner and Manager of Financial Advisors.
After more than 20 years as a Financial Planner affiliated with large bureaucratic institutions, Kay was at a bit of a cross roads with her career. Client relationships and the sum of her experiences had helped her engender a philosophy of “holistic financial planning”. This augments the client’s financial “health” with the health and wellness of mind, body and spirit. This concept was too “out there” for corporate America.
In early 2007, Kay resigned her last position in “corporate America”. She was determined to start her own firm.
With the help of family and friends, Kay began a series of arduous tasks. The right office space needed to be found and built out. A compatible clearing firm/broker-dealer/registered advisor had to be found. Staff needed to be recruited and hired, and finally, furniture and fixtures were procured. The result is a friendly and warm, “feels like home” environment.
Kay built her first budget and funded the start-up with money inherited from her mother several years earlier. The “You can do whatever it is you want to do” dream came to life!
In the spring of 2007, with office space in the works, Kay and her only office staff; a part time, computer savvy millennial, headed to Fairfield, Iowa to be trained on Cambridge Investment Research and Management, systems and policies. By July 2007, Knuth Financial Life Planning became reality!