When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...
Read MoreKay Kramer
Kay retired from financial planning in 2021. In 1990, Kay and her co-founding partner made the decision to form Birchwood Financial Partners. Providing clients with the financial resources to help achieve their goals in a way that matches their values has given her much joy.
Recent Posts
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...
Read MoreOne 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...
Read MoreInvestment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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