Julia and her team realize the importance of asking critical questions about your needs and expectations, and best of all, they listen! They want to hear your story, your family values, your life goals, fears, and wishes for the next generation.
Kristen founded Forest Financial Planning Group, LLC in 2019 after over 20 years in the financial services industry. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and a Retirement Income Certified Professional® (RICP®), certifications that allow her to provide holistic planning t...
Julia and her team realize the importance of asking critical questions about your needs and expectations, and best of all, they listen! They want to hear your story, your family values, your life goals, fears, and wishes for the next generation.