Kaylin Dillon

CFP®

Kaylin Dillon Financial Planning LLC

Founder & Principal

Kaylin Dillon

CFP®

Kaylin Dillon Financial Planning LLC

Founder & Principal

BALANCE YOUR DESIRE FOR INDEPENDENCE WITH YOUR DESIRE TO FEEL LIKE A TEAM. - Kaylin Dillon, CFP®

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.

KAYLIN DILLON, CFP®

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.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Tax Planning
  • Prenuptial Agreements
  • Marital Agreements

Ideal Clients

  • Couples
  • Growing Families
  • Business Owners and Executives
  • Couples with Prenuptial Agreements
  • Second Marriages & Blended Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Kaylin Dillon

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Office Locations:

  • 1031 Vermont Street
    Suite 143
    Lawrence, KS 66047

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