Welcome to Knuth Financial Life Planning
Knuth Financial Life Planning is a comprehensive financial services firm designed to help make your dreams a reality.
Kay Knuth, the owner of Knuth Financial Life Planning, has been facilitating financial conversations with ease, grace, and humor for over 30 years.
Her vast experience, matched with the skill sets of Kolby Knuth, CPA, and Chris Hoffman, CFP®, AIF® will serve in discovering your financial needs and dreams, pairing each with its own strategy.
What do we do?
We create unique, handcrafted financial plans for families and individuals. No two plans are ever the same.
Whether you are experiencing a life transition, preparing for college education funding, or strategizing retirement options, we are here to create a plan with you.
In creating your financial life plan, we will evaluate your opportunities and identify any risks inherent in your current circumstances.
Collectively, we leverage what you currently have, make sure it’s working for you, and build your financial life plan together.
We will monitor your plan, consulting with you and if necessary make adjustments based on changing circumstances.
Who do we work with?
We have a wide range of clients including:
- Couples
- Individuals
- Business Owners
- Women in Transition
- Multi-generational Families
- Retirees
For more information about how Knuth Financial Life Planning can help you, or to schedule a consultation, please
connect with us at 920-830-2077 or complete the form below.
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901 S Lawe St | Appleton, WI 54915
Phone: 920.830.2077 | Fax: 920.830.2049
Email Us
Kay Knuth, Kolby Knuth, and Chris Hoffman, Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Knuth Financial Life Planning are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, MN, NC, NM, SD, TX, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
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The recognition of Best of the Valley is not representative of investment performance or returns of rep/advisors.