Kim Nourie
CPA,CFP®
Financial Life Advisors
Senior Wealth Manager
Kim Nourie
CPA,CFP®
Financial Life Advisors
Senior Wealth Manager
As a fee-only financial planner, my focus is to develop a plan to show you how to achieve your financial goals and help you make smart decisions regarding tax-efficient retirement distribution planning, estate planning and risk management. My focus is to offer unbiased financial advice to help you achieve your life goals. I am especially passionate about helping women to be empowered to make wise financial decisions. - Kim Nourie, CPA,CFP®
Guiding you along the road map toward Financial Independence and security. Located full-time in San Antonio, TX.
Kim Nourie is a San Antonio, TX fee-only financial planner. Financial Life Advisors provides comprehensive retirement planning, tax analysis, and estate planning to help transitioning retirees, busy professionals, and clients concerned with generational wealth transfer to organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kim Nourie is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kim Nourie joined Financial Life Advisors in 2017. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant, and a Texas Life and Health Insurance licensee with 20 years of experience in the personal financial services industry. Prior to this industry, Kim worked in corporate America for 15 years including CBRE, American Airlines and Arthur Andersen.
Kim is passionate about helping families maximize their financial resources in retirement as well as planning for the emotional and financial changes that come from experiencing new chapters in life. She is passionate about helping females find their financial voices.
She graduated from Baylor University and is a member of University United Methodist Church, San Antonio Estate Planners’ Council, and Financial Planning Association of San Antonio & South Texas (FPA). She has served on numerous Boards of Directors including IMPACT San Antonio, Junior Leauge of San Antonio and FPA. Kim has served on numerous committees both at church and in many non-profit organizations. She is an avid fan of the San Antonio Spurs and the Chicago Cubs. She’s Mom to her 4-legged and 80+ pound dog – Izzy.
Come in for a free initial consulation and let's start working on your plan!
Kim Nourie 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.
Every area of your financial life overlaps, which is why we use a comprehensive wealth management approach. That approach considers your goals and supports those goals through your investments, insurance, and tax strategy. Growing out of a decades old CPA firm, our tax expertise influences many of our recommendations. We use a team approach because a single person cannot be all things to all people at all times.
The Financial Life Advisors team prides themselves on a philosophy that is reflected in the way they make decisions and treat people. The culture is based on a book by James P. Owen called Cowboy Ethics. Following these 10 principles is critical to doing the right thing for the client, always.
Live Each Day with Courage
We challenge ourselves to be better tomorrow than we were today.
Take Pride in Your Work
We believe in being masters of our craft.
Always Finish What You Start
We get help if we need it, but we finish what we start.
Do What Has to Be Done
We first take care of the client, then solve the problem or handle the situation.
Be Tough, But Fair
We are tough enough to stand up for our principles, convictions, the client, the firm, or ourselves.
When You Make A Promise, Keep It
You are only as good as your word.
Ride For the Brand
We make a difference in our client’s lives and we’re proud of that.
Talk Less and Say More
We try to keep it simple but always keep it true.
Remember That Some Things Aren’t For Sale
We honor our principles, take care of the client, and honor the outfit. Nothing will sway us from our principles, allow us to tolerate abusive or rude behavior, or break any laws.
Know Where to Draw the Line
We abide by the rules and laws, but when they are too low of a standard, we raise the bar and do what is right.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kim Nourie is a NAPFA-Registered Financial AdvisorThe 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.
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Kim Nourie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Kim Nourie is a Certified Public Accountant
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Kim Nourie 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.
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Kim Nourie is Interviewed on Life In Accounting Podcast: "Life Should be Multi-Dimensional"
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Kim Nourie is Quoted in Heritage Wealth's Blog: "Learn 12 Good Money Habits to Start on the Right Path"
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Kim Nourie is Quoted in InvestmentNews: "Advisers at peace with NAIC proposal for more annuity rules"
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Kim Nourie is a Member of the Texas Society of CPAs and Served as a Board Member from 2014-2016
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Kim Nourie is a Member of the Financial Planning Association of San Antonio & South Texas and Served on the Board of Directors from 2008-2010
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Kim Nourie is Mentioned in ThinkAdvisor: "Succession Planning: BD vs. RIA; What Really Moves Markets: July Investment Advisor"
Contact Kim Nourie
Office Locations:
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14607 San Pedro Ave
Suite 190
San Antonio, TX 78232
