Kim C. Christensen                                                              
Certified Financial Planner    
Registered Investment Adviser        
Registered Investment Advisor

My name is Kim Christensen and I am a fee-only Certified Financial Planner™ (CFP®) and registered investment adviser who prides himself on unparalleled service and honest, straight-forward strategies.  I am a registered investment advisor with the State of Wyoming and live in Cody, Wyoming.

My heart lies in helping my clients examine their lives and determine what is most important to them, then put together both short and long term goals on paper, make sure they are measurable with reasonable time lines, then implement strategies to make sure they happen, most commonly by doing a comprehensive financial plan.  I also help with managing assets like investment and retirement accounts, although that is not a requirement for financial planning, and vice-versa.

I am committed to providing unbiased advice and prudent strategies for defining and achieving your most important short and long term goals.  My services are always tailored to your unique needs.  Besides personal financial planning, I also provide business planning, estate planning, risk management, cash flow analysis, investment management, retirement planning, special needs planning, and tax planning.

As a registered investment adviser, I am a fiduciary when I work for you, and have an obligation to only do what is in your best interest, fully disclosing how I work, the fees that you pay, and any possible conflicts of interest.

My Commitment

My practice is based on six tenants: integrity, honesty, fairness, competence, confidentiality, and diligence.  I am committed to educating my clients on the industry, and their options in it.  I want them to only implement the strategies that make the most sense from a business point of view for their situation.

The financial services field is extremely diverse, complex, and filled with risk for the unwary. I am a knowledgeable guide who helps chart and navigate a safe path through a mine field of options, sticking only to the techniques and tools that I understand well.

This web site will help you learn some of the things you need to know.  I not only describe the services and products that I provide to my clients, I also describe various aspects of the industry that you are unlikely to hear about or learn elsewhere.  I encourage you to read further, and feel free to call or email questions.

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