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Clarity

Kenneth Klabunde, MSFP, CFP®, CDFA®

United States

Master of science degree in personal finance, multiple professional designations, over 25 years of experience helping clients. Expertise in divorce, investment strategy, tax reduction, tax-advantaged retirement accounts, business and cash flow, finances, and planning.

$6.67/min

29 Calls

14 Reviews

32 minutes
Avg. call

Finance Divorce Financial Planning Divorce Investments Financial Planning Personal Finance Retirement Planning Investing Financial Advisory Cash Flow

Call me to talk about

Starting a Financial Planning Firm, RIA Setup, Cost Structure, Strategy

25 years into a lifelong career as a financial planner, I have walked the road of starting a financial services firm and can help answer your questions about starting your own firm. You'll end our call with clear next steps and contacts to help you.

Divorce Finances

I provide divorce financial solutions for clarity and confidence throughout the process, and for the years to come. I am a Certified Divorce Financial Analyst with extensive experience guiding high income couples through financial division in a way that is amicable, outside the court system, and focused on building two financially secure households for you and your children.

Financial Strategy

Solid advice and answers to questions about your finances — manage debt, structure wealth for tax benefits, and focus on your business.

Answers 1
Reviews 14

Answers

Kenneth Klabunde, MSFP, CFP®, CDFA® answered

Best personal finance/investment app or offline software?

I have been working in personal finance for 18 years, am a Certified Financial Planner(TM), and hold a Master of Science degree in personal financial planning...

Mint.com and Quicken, both products of the company Intuit, are clear leaders in the personal finance application space. Mint.com is for those who don't mind having all their data stored in the "cloud" and want a free product in exchange for seeing advertisements. While Quicken is a paid offline software package. Like Mint, Quicken is fully capable of automatically importing your bank and credit card transactions, and categorizing those transactions based on your rules. It is also far more flexible than Mint for the creation of custom categories.

There are certainly other options -- Yodlee, Guide, Balance, to name a few -- but the companies and features are still in early development compared to the offerings of Intuit.

I am an active user of each of these software packages and services.

If you have any follow up questions, feel free to schedule a call with me.

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Personal Finance

Reviews

Great call, very informative with specific action steps to implement

Brody Boyd Source: Clarity

I am a repeat customer, and Kenneth always has tremendous value to add!

Scott Monk Source: Clarity

Kenneth definitely knows his stuff, really helpful suggestions and recommendations.

Source: Clarity

I loved working with Kenneth. Great advice and look forward to chatting with him soon again.

Justin Borg Source: Clarity

Had a good call with Kenneth. He was very clear and insightful.

guido ampollini Source: Clarity

Excellent coaching! Highly recommended.

Matt Konig Source: Clarity

I've been working with Kenneth for about a year and he has provided fantastic personal finance, investing and money advice. Highly recommended.

Matt Konig Source: Clarity

Kenneth was incredibly helpful and very knowledgable. I wanted to talk to someone with experience, and Kenneth's 18+ years in financial planning provided valuable insight. He helped me with a situation and offered solutions that I could not have foreseen. Kenneth's advice helped to remove an obstacle, accelerate my progress, and scale my company's growth. Great call, highly recommended.

Source: Clarity

Kenneth provided great insight and was a great sounding board!

PJ Wallin Source: Clarity

Kenneth is a great listener and provides great counsel! Thank you!!

Laura Seymour Source: Clarity

Kenneth is a fantastic mentor.

Matt Konig Source: Clarity

Member since May 2012