Kaylin Dillon Financial Planning LLC
Founder & Principal
Financial planning for couples with prenuptial agreements, blended families, and separate assets.
Kaylin Dillon is a Kansas City area fee-only financial planner, serving clients across the country. Kaylin Dillon Financial Planning LLC provides financial planning and investment management for couples with prenuptial agreements, blended families, and separate assets.
Kaylin provides a supportive environment to empower couples to discuss, plan for, and achieve their financial goals.
As a fee-only, fiduciary, and independent financial advisor, Kaylin Dillon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I started KDFP to help couples thrive financially regardless of how
they define “what’s mine” and “what’s ours”. I help simplify the
financial conversations and decisions that most busy couples either
do not have time to take on or find too messy to face alone.
Prior to starting KDFP I began my career in 2012 in various wealth
management roles, including portfolio manager and financial advisor
at Morgan Stanley and a founding partner of an independent wealth
management firm. After helping launch my previous firm, I couldn’t
shake the idea that I could be doing more to personally make an
impact on people’s financial lives.
I created a fee-only practice without a minimum asset requirement
because everyone deserves professional financial advice
regardless of the size of their investment accounts.
Kaylin Dillon is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Kaylin Dillon Financial Planning LLC
Financial Planning | Investment Management | Fee-Only | Prenups | 2nd+ Marriages
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Prenuptial Agreements
- Marital Agreements
- Growing Families
- Business Owners and Executives
- Couples with Prenuptial Agreements
- Second Marriages & Blended Families
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kaylin Dillon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Kaylin Dillon is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kaylin Dillon is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Kaylin Dillon is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Kaylin Dillon is a member of The Financial Therapy Association (FTA)
The Financial Therapy Association (FTA) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being.
Contact Kaylin Dillon
1031 Vermont Street
Lawrence, KS 66047