Kirsis Ortiz - KO Financial Health - Helping High Income Professionals Elevate their Finances.

About Kirsis Ortiz - KO Financial Health - Helping High Income Professionals Elevate their Finances.

A Little Bit About Myself I have been working in Finance for almost 25 years. In those years, I always appreciated the relationships I developed with the clients I worked with. I have helped clients in their communications with Financial Planners, Advisors, CPAs, and Estate Attorneys. Enjoyed many conversations while discussing goals for their financial plans. Worked as the equivalent of the RN or PA to the Doctor but instead the Assistant to the Financial Advisors and Financial Planners. My heart has always been on the day-to-day conversations that did not involve transactions, but the ones that allowed me to help them develop their plans around their values and see them achieve their goals. Now I get to do what I love and help others achieve their goals. Over the years, I discovered a need in personal finance. One that was not readily available to clients in Financial Services. I noticed that despite the efforts well-meaning Advisors made to help their clients with financial planning, some clients where not quite diligent with following through. There were also instances of retirees that shortly after retirement, did not maintain their steady flow of income and had to go back to work. Others inherited assets only to run out of money later. And the surviving spouses that were completely lost when it came to finances because they were never involved in financial decisions. High income professionals take so much time to get the income they well deserve because of their hard work. However, many lack the ability to save and in many cases, end up in credit card debt. My goal is to help as many as possible to achieve financial success in a way that is meaningful to them, while educating millions in the details of personal finance so they can make good and confident financial decisions. I am not a Financial Advisor. I will serve in the role of Financial Coach and Consultant where I review the client’s financial health and make recommendations to improve.

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