Not your typical "financial guy"
I meet you where you're at and create a personalized plan to get you where you want to be.
Kristi Roth
Do you avoid thinking about your retirement?
Have you ever argued about money?
Are you trying to manage your debt?
Have you spent hours trying to learn about finances online, only to feel more lost than before you started scrolling?
If yes, then you came to the right place!
Sound like You?
Let's work together
I’m Kristi Roth, a passionate financial representative committed to empowering women through financial education. As a licensed representative since 2015, I’ve worked with women and families in all variety of life stages. My main focus is developing personalized strategies to help you achieve financial security for your retirement through a Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential, and customized for every individual or family I work with.
I know what it feels like to feel stuck and lost with your finances. When I started my first full-time job, I quickly got caught up in the consumer mindset and fell into a bad credit card trap. I needed my next paycheque so I could pay off my next credit card bill. I was stuck in the debt cycle and didn’t feel like I was getting ahead with any savings goals. After getting my own financial education and becoming licensed, I turned my financial picture around. I know what it feels like to be stuck & I also know what it feels like to have a plan and be prepared for my future financially. I want women to know it’s possible to achieve your goals, no matter what stage you are in.
When it comes to finances, how much do you know? If you’re like most people, you probably know little about personal finance. Perhaps you think long-term security is impossible on your income. But the truth is, no matter what your income level, you can achieve financial security. You just need to take the time to learn a few simple principles.
I am committed to helping families save and invest for their futures. By helping families learn simple financial concepts, I can show how you can achieve a better financial future. No client is too big or too small.
I’ve created a space to encourage others to understand their finances, to finally feel in control of their future, and build their confidence that they can become financially independent.
My focus is financial education for everyone. I believe there are no “secrets” to financial security and that financial education isn’t just for the wealthy. My goal is to educate hardworking, Main Street families on simple concepts that can change their financial future forever.
Let's work together to help you achieve your goals.
