- Fee-Only Financial Planning
- Financial Review
- College Education Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- 401(k) and IRAs
Kay Kramer is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Kay Kramer founded the company in 1990 to create a firm dedicated to lasting, productive relationships with clients. Over the years Kay and Birchwood have built a reputation in the financial industry for helping clients achieve their goals through strong team collaboration and extensive market knowledge.
Clients know Kay as someone who brings clarity and honesty to all of her recommendations. She understands that every goal is unique, as are the financial solutions necessary to achieve that goal. Kay is also passionate about socially responsible investing and philanthropy and encourages clients to participate in charitable giving. She models this encouragement by arranging volunteer opportunities for clients and staff in addition to offering a policy that allows employees to take time off to volunteer for their community.
Kay has presented seminars on a variety of topics for corporations and community organizations and has been quoted numerous times in the Star Tribune, the Minnesota Women's Press and City Business. Her current volunteer commitments include: president of the Sheltering Arms Foundation, co-chair of the personnel committee of her parish, St. John the Baptist Episcopal Church in Minneapolis and continuing involvement with the Women's Foundation of Minnesota. Kay is also a former trustee of the Episcopal Church in Minnesota.
She enjoys domestic and international travels, including an annual trip to Hawaii with her spouse and past trips to Africa and Antarctica. She also participates in sailing, canoeing and kayaking and escapes to her cabin in the woods of northern Wisconsin.
Minnesota Chapter of the Financial Planning Association (FPA)
The Forum for Sustainable and Responsible Investment (USSIF)
Certified Financial Planner™ professional
Financial Life Planner, Kinder Institute of Life Planning
Finance & Commerce 2008 Top Women in Finance
2015 Selected as a Five Star Professional. The Five Star award recognizes service professionals who provide quality services to their clients. Kay was listed as a Five Star Professional in the January issue of Mpls.St.Paul Magazine and Twin Cities Business.