Kaleen Anderson

Paraplanner

"So often finance is a headwind, one that consumes too much of our daily energy — ultimately keeping us from accomplishing what we envision.  My goal is to create ease and structure around wealth and money, so that you can focus on building a life you love."

My first introduction to financial planning was as a client and newlywed. The experience of integrating divergent monetary worldviews brought about conversations beyond money and benefits 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.

Reach Kaleen @

888.739.7369
kaleen@skylinefinancialnw.com