This new management role allowed Kay to build teams of people joined on a mission to build and maintain relationships, much in the way she had for the bank’s clients. The role of financial planning was expanding and Kay excelled at teaching others to plan and build lasting relationships as she had. Through these leadership and teaching roles, Kay began to augment her approach to a more holistic planning approach for each client. She began combining financial wellness with big picture mind and spirit wellness.
This new-found consciousness and approach seeded an idea to one day create her own firm, free from corporate constraints and structures. The foundation of KFLP had begun. Kay’s longtime friends, mentors and former colleagues rallied to support and encourage her. With the support of friends and family, Kay began planning her new, independent firm which today is KFLP.
TBT- Circa 1988- The many roles and experiences throughout Kay’s career path have shaped her to who she is and what Knuth Financial Life Planning is today! Check out this week’s blog on the influences that led her to begin KFLP: https://www.knuthflp.com/whats-new/the-journey-of-kflp-influences/
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.
The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Cambridge’s Form CRS (Customer Relationship Summary)
The recognition of Best of the Valley is not representative of investment performance or returns of rep/advisors.