Suggestions
Kristin Bodnar
Guiding Clients Virtually to a Successful Retirement & Beyond!
Kristin Bodnar is an agile coach specializing in financial projects, offering personalized project management services to assist clients in planning out their financial lives.
With a focus on holistic and adaptable approaches, Kristin emphasizes the importance of viewing financial planning as an ongoing project tailored to managing change to meet individual needs.
As an extended team member for households, Kristin provides valuable guidance to enable clients to make informed decisions for themselves and their families.
Her specialties include asset allocation, retirement strategies, investment strategies, risk management, education funding, legacy strategies, estate planning, and charitable giving.
Kristin Bodnar pursued her Bachelor of Applied Science degree at Western Governors University and currently serves as a Financial Associate at Thrivent.
