I AM INDEPENDENT. I AM KAY KNUTH.
My journey is about fun, humor, and family. I believe in bringing a unique perspective to financial planning. I am a business owner. This photo is of me and my family – my husband, my sons, and our miniature schnauzer, Otto. We enjoy our time together watching football, going on family vacations, and sharing our life’s journey.
Who we are: Knuth Life Planning is based in Appleton, Wisconsin near the Fox River and 30 miles southwest of Green Bay and 100 miles north of Milwaukee. I am a member of the Financial Planning Association (FPA), and I volunteer my services to clients of need through the FPA Pro Bono program. I am also an active member of PEO (Philanthropic Educational Organization for Women). There, I work with my PEO sisters to help fund educational opportunities for women. In addition, I am a board member for Kenya Works, a non-profit organization dedicated to partnering with communities to expand educational and vocational opportunities for the people of Kenya, Africa. At Knuth Financial Life Planning, our office has a home-like setting designed to be warm and inviting. It is our goal to make our clients feel as comfortable as possible, allowing our time together to be productive.
What we do: Using a multidimensional approach, we put the varied pieces of a clients’ financial life into a set of strategies. Our focus is on the life needs of individuals, families, and business owners. We take a holistic approach to planning; taking all aspects and stages of life (e.g., resources, opinions, emotions, etc.) into consideration while working with our clients.
Why we do it: We value the values of our clients. We believe a successful financial plan has to reflect the client’s values as well as their priorities. We believe the process should be fun and that humor has its place, even in financial planning.
Kay Knuth, CFP®, owner of Knuth Financial Life Planning
Kay Knuth, CFP®, Owner and Financial Advisor, Knuth Financial Life Planning. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Knuth Financial Life Planning and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0214