Kelly Klingaman, CFP®, RLP®
Financial Planning for Professional Women & Their Families
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Serving Clients Nationwide
Financial Planning for Professional Women & Their Families
Areas of Focus
- Budgeting
- Buying a House
- Capital Gains
- Career
- Caregiving for Parents
- Cash Flow
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Emergency Savings
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Family and Money
- Fertility Challenges
- Financial Life Planning
- Giving
- Having a Baby
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Money Psychology
- Retiring Early (F.I.R.E)
- Setting Up Retirement Accounts
- Taxes
- Travel
- Women & Wealth
- Work from Home
About Kelly Klingaman, CFP®, RLP®
Hi there, I’m Kelly Klingaman – financial advisor for professional women and their families. If you're part of a high-achieving two-income household, I bet life is busy and you're juggling a lot, particularly those of you in your early to mid-career with young children. Together we can navigate your high-income years and get clear on how to live a great life using money as a tool.👩💼 Professional:
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 inaugural 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.
🏐 Personal:
I’m a born-and-raised Texan and have called Austin my home since 2007. 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 kayaking and paddleboarding on Lady Bird Lake and stopping at Tacodeli for lunch. In the evenings, we like to put on a Star Wars movie, make homemade pizza, and play a ruthless game of UNO.
As for me, my favorite ways to stay active are playing sand volleyball and walking/hiking around Austin while I listen to a good audiobook. Although my husband is the chef in our family, I've been perfecting my famous chocolate chip cookie recipe for 15+ years - ask me about the recipe sometime!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Registered Life Planner (RLP)
Affiliations
- 100 Women in Finance
- CFP Board
- Kinder Institute of Life Planning
- National Association of Personal Financial Advisors
- Women in ETFs
- XY Planning Network
Primary Location
Austin, TX, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
What to expect in the first meeting
Click the "𝗕𝗼𝗼𝗸 𝗬𝗼𝘂𝗿 𝗙𝗿𝗲𝗲 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻" button above to get started. This first meeting is a no-pressure conversation where we will learn more about each other and determine if KKFP is the best fit for your needs. During our time together we will discuss your current financial situation and what specific events or topics have prompted you to reach out, explore your values and vision for living a great life, outline KKFP's services in greater detail, and answer any questions on your mind. You'll walk away with an understanding of what it's like to work with KKFP and how much it will cost.Offers Investment Management
Yes
About Kelly Klingaman Financial Planning
If you’re a professional woman, especially as the primary breadwinner in a two-income household, 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.
My Core Business Values:
✅ Integrity: As a fee-only fiduciary, I am bound to act in your best interest at all times when providing financial advice.
✅ Stewardship: I take great responsibility in managing your family’s financial well-being and will advocate for you to use your resources in alignment with your values.
✅ Curiosity: I approach every conversation prepared to listen deeply with empathy and care. You’ll know you’re in a safe space to ask questions, free of any judgment.
✅ Joy: Personal finance is more personal than it is finance. I’ll help you slow down and be present in order to experience the small, everyday moments that life has to offer.
✅ Kindness: “Be kind, be safe, be an includer.” A phrase I repeat with my kids each morning that carries over into my work. Our conversations are a space where you can be yourself and trust you have my enduring support.
Education
The University of Texas at Austin Bachelor of Business Administration (BBA), Investment Management Finance
Volunteer Experience
Texas Wall Street Women: Board Member and Austin City Head| Langston Wealth Management Center at the University of Texas at Austin: Wealth Management Mentor
Hobbies and Interests
- Beach
- Boating
- Camping
- Entertaining
- Exercising
- Family
- Grilling
- Hiking
- Reading
- Sports
- Traveling
- Volleyball
- Walking
- Working Out
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Families
- Financial Independence Retire Early (FIRE)
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Parents
- Physicians
- Remote Workers
- Sales Professionals
- Scientists
- Single Women
- Technology Professionals
- Travel Lovers
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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FAQs
FAQ Disclosures
Kelly Klingaman Financial Planning LLC (“KKFP”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. View Disclosures.
