Kaleen Anderson, CFP®

My first introduction to financial planning was as a client and newlywed. The experience of integrating divergent money worldviews brought about conversations beyond money and the benefits were deeper than our familial balance sheet. I left enamored by the process and transformation. The results were a firm financial foundation that moved the worry of money to the periphery of our day-to-day lives.

After the birth of our daughter, a forced gap in my work as a creative in advertising gave way to an opportunity to transition my career to financial planning. Through my work at Skyline, I am able to bring cross-disciplinary thinking and creativity to the financial planning process. I enjoy the collaborative relationships I build with clients and seeing the confidence and peace of mind a well-crafted financial plan can bring.