Birchwood's Financial and Investment Blog

Kay Kramer, CFP

Kay Kramer, CFP
Kay Kramer, co-founded the company in 1990 to create a firm dedicated to lasting, productive relationships with clients. Kay and the Birchwood team use their extensive knowledge and team collaboration to help clients achieve their goals. She is also passionate about sustainable, responsible, impact investing and philanthropy and encourages clients to participate in charitable giving. She models this encouragement by arranging volunteer opportunities for clients and staff in addition to offering a policy that allows employees to take time off to volunteer for their community.
Find me on:
 

Recent Posts

How we can all be Environmental Heroes

Submitted by Kay Kramer, CFP on May 30, 2018 11:31:00 AM
How we can all be Environmental Heroes

By Kay Kramer, CFP

I was privileged to participate on a panel at a women’s breakfast hosted by the Minnesota Center for Environmental Advocacy at the end of April. The title was “Be Your Own Environmental Hero: Fresh Strategies without the Politics.” I’ve been thinking a lot about this topic and reflecting on why...

Financial Gremlins

Submitted by Kay Kramer, CFP on Mar 14, 2018 11:42:00 AM
Financial Gremlins

By Kay Kramer, CFP

One of the first things I often ask clients is if they have any financial gremlins. What are financial gremlins? They are messages about money that can haunt anyone and can inform their financial decisions, keep them from doing something, or cause anxiety. I usually ask if they feel like there...

1

Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.

Subscribe to the Birchwood Financial Blog

Categories

    Book a Meeting

    Tell a Friend

    Newsletter Subscription
    • 3300 Edinborough Way, Suite 610, Edina, MN 55435 United States
    • Phone: 952-885-9088
    • Email:  info@birchwoodfp.com

    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Birchwood Financial Partners is an SEC Registered Investment Advisor (Registration does not imply a certain level of skill or training). Please note that Birchwood Financial Partners nor any of it agents give legal advice or detailed tax advice. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, OR, TX, WI or where otherwise legally permitted. Birchwood is not affiliated with or endorsed by any government agency.

    Images and photographs are included for the sole purpose of visually enhancing the website. They should hot be construed as an endorsement or testimonial from any of the persons in the photographs.

    © 2018 Birchwood Financial Partners. All rights reserved.