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.
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Recent Posts

How we can all be Environmental Heroes

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

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...

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