Kristin Herman, The Wholehearted Wealth Advisor - Living By Design, Having Courageous Vulnerability, and Money as a Measure of Desire

Kristin Herman (LinkedIn Profile ) is a wealth management advisor at Northwestern Mutual. Her wealth management philosophy:

In the world of wealth management, there is a lingering misconception about what financial advisors are and do. Many feel that financial advisors are only out to collect a fee or to transact a result. They believe that transparency is the last thought of the financial advisor, and as a result, strategy and education go by the wayside.

The people who work with Kristin don't want to make a transaction. They want someone to understand and counsel them at a deep level by clarifying and aligning their intentions and actions so that they can know what is meaningful in their lives will also be measurable. This helps them pursue ‘Wholehearted Wealth’ through ‘Living by Design’ and achieve financial freedom, confidence, and peace of mind.

Kristin and her team work with amazing individuals nationwide who want to create a legacy of wealth that matches their passions and joy—and they do it by creating clarity, confidence, and security. In their journey with her team, their courageous vulnerability helps them pursue ease in their financial paths, becoming empowered and equipped to pursue their own wholehearted lives. As they create meaningful change in their finances, they experience a peace they never knew was possible.

When you feel empowered, wholehearted, and cared for, the world is your oyster. 

 

Please enjoy my conversation with Kristin!