Kelly Klingaman Financial Planning
Kelly Klingaman Financial Planning
As a fee-only financial planner, I help professional women and families make the most out of their wealth-building years, and confidently live their ideal lives right now. - Kelly Klingaman, CFP®, RLP®
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Kelly Klingaman is an Austin, TX fee-only financial advisor serving clients locally and across the country. Kelly Klingaman Financial Planning provides comprehensive financial planning with investment management to help busy professional women and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kelly Klingaman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi there, I’m Kelly Klingaman - a financial advisor for high-achieving professional women and their families, particularly those women in their early to mid-career working in the finance and tech industries. You’ve got a busy life and you’re juggling a lot. Together we can navigate your high-income years and get clear on how to live a great life using money as a tool.
Prior to founding KKFP, I spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently I was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.
I received a degree in Finance from the University of Texas at Austin McCombs School of Business, and I also hold the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations.
I’m a born-and-raised Texan and have called Austin my home for 15 years. My husband Matt and I have two young kiddos, plus our “first-born” - a German Shorthaired Pointer. On the weekend you’ll find our crew hiking the trails around town and stopping at Tacodeli for lunch, and in the evening we like to put on a Star Wars movie and make homemade pizza.
As for me, my favorite ways to stay active are playing sand volleyball at Aussie’s and paddleboarding on Lady Bird Lake. And while I don’t do the cooking (thanks Hubs!) our pantry is always stocked so I can bake my famous chocolate chip cookies - ask me about the recipe sometime!
If you’re a professional woman, I understand how it feels when there are never enough hours in a day, and how overwhelming stress often accompanies the balancing act of our personal and professional lives. On top of that, the path to career success is often fraught with roadblocks that men, on average, never face.
One area in particular that never gets the attention it deserves from successful professional women? Their personal finances. What’s worse is the financial services industry tends to neglect this need because it wasn’t designed with women in mind. A big factor: most financial advisors are men. The CFP Board recently reported that only 23.4% of CERTIFIED FINANCIAL PLANNER™ professionals are women, a number that has hovered steadily around this point for over a decade.
My own experiences and observations pushed me to want better outcomes for women in the corporate world, so I built a business to offer customized financial guidance with all of their needs in mind.
This is the time to start optimizing your high-income years and make sure you’re using your financial resources effectively in order to enjoy life now and the journey ahead.
Kelly Klingaman 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.
I focus on busy professional women and families, particularly those in the finance and tech industries or receiving equity compensation. As a high-achieving woman you are juggling a lot, especially if you are part of a dual-career household. We will work together to use your financial resources effectively so you can make the most out of your wealth-building years, and confidently live your ideal life right now
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Ongoing Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Equity Compensation Planning
- Growing Families
- Sudden Money Situations
- Professional Women in early to mid-career
- Financial Professionals
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kelly Klingaman 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.
Kelly Klingaman 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.
Kelly Klingaman 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.
Kelly Klingaman Has Received Training at the The Kinder Institute of Life Planning
The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Kelly Klingaman is a Guest on XYPN Radio: "Investment Storytelling: An Interview with Kelly Klingaman"
Kelly Klingaman is Featured on Texas Wall Street Women
Kelly Klingaman is a Guest on the Work Your Wealth Podcast: "The Power of Story in Teaching Investments with Kelly Klingaman"
Kelly Klingaman Facilitated a Discussion for the Young Women's Alliance: "Women Need to Talk About Money"
Kelly Klingaman is a Guest on The Money Checkup Podcast: "Getting Back to the Investment Basics with Kelly Klingaman"
Kelly Klingaman is a Guest on the Grow Money Business Podcast with Grant Bledsoe: "Letting the Markets Do the Work For You With Kelly Klingaman"
Kelly Klingaman is a Featured Guest on the Personal Equity Podcast: "How High Performers Build Personal Equity"
Contact Kelly Klingaman
9901 Brodie Lane
Austin, TX 78748