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Kaylin D

CFP®

Lawrence, KS

Kaylin Dillon Financial Planning

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

General retirement planning Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Founder/Business Owner Newlywed/Engaged Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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