---
title: The Latest from Birchwood Financial Partners | Kimmie Andrews, CFP® CDFA®
description: With a background in education, coaching, and client service, Kimmie Andrews has always had the desire to be part of a team focused on helping people to reach their goals. After working on the client service side and studying personal financial management, it was clear that the financial planning industry fit well with her skills, passions, and knowledge. Kimmie believes in the importance of collaboration and communications. As a financial advisor, she loves being part of team that works strategically with clients to help make the best financial decisions for their values and lifestyle alongside opportunities to plan for retirement, tax strategies and estate planning.
---
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# Financial Insights Blog
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## Kimmie Andrews, CFP® CDFA®
With a background in education, coaching, and client service, Kimmie Andrews has always had the desire to be part of a team focused on helping people to reach their goals. After working on the client service side and studying personal financial management, it was clear that the financial planning industry fit well with her skills, passions, and knowledge. Kimmie believes in the importance of collaboration and communications. As a financial advisor, she loves being part of team that works strategically with clients to help make the best financial decisions for their values and lifestyle alongside opportunities to plan for retirement, tax strategies and estate planning.
Find me on:
### Recent Posts
[ ](https://blog.birchwoodfp.com/therole-of-a-personal-representative-executor)
## [The Role of a Personal Representative (Executor): What It Really Takes to Settle an Estate](https://blog.birchwoodfp.com/therole-of-a-personal-representative-executor)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Sep 25, 2025 8:00:04 AM
We often tell our clients that having an estate plan is one of the greatest gifts you can leave behind. But what happens when the plan doesn’t work...
[Read More](https://blog.birchwoodfp.com/therole-of-a-personal-representative-executor)
[ ](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence)
## [Financial Planning Services: A Roadmap to Clarity and Confidence](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Jun 5, 2025 11:02:04 AM
Introduction to Financial Planning Financial planning isn’t just about crunching numbers or picking the right investments — it’s about creating a...
[Read More](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence)
[ ](https://blog.birchwoodfp.com/miss-to-mrs-changing-your-last)
## [Miss to Mrs. - Changing Your Last Name as an Adult](https://blog.birchwoodfp.com/miss-to-mrs-changing-your-last)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Feb 13, 2025 8:15:00 AM
You’ve been an independent adult for a while now. During this time, you’ve likely acquired a variety of assets such as bank accounts, retirement...
[Read More](https://blog.birchwoodfp.com/miss-to-mrs-changing-your-last)
[ ](https://blog.birchwoodfp.com/navigating-finances-as-a-newlywed-couple)
## [Navigating Finances as a Newlywed Couple](https://blog.birchwoodfp.com/navigating-finances-as-a-newlywed-couple)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Nov 21, 2024 8:30:00 AM
Congratulations! You are a newlywed, and both of you are probably making adjustments to your new situation. While you may have talked about money and...
[Read More](https://blog.birchwoodfp.com/navigating-finances-as-a-newlywed-couple)
[ ](https://blog.birchwoodfp.com/when-and-how-to-redeem-i-bonds)
## [When and How to Redeem I Bonds](https://blog.birchwoodfp.com/when-and-how-to-redeem-i-bonds)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Oct 13, 2023 8:09:00 AM
As I was sitting at my gate to board the plane, I looked around and thought about how each passenger has their very own unique reason for why they...
[Read More](https://blog.birchwoodfp.com/when-and-how-to-redeem-i-bonds)
[ ](https://blog.birchwoodfp.com/planning-a-multi-generational-family-vacation)
## [Planning a Multi-Generational Family Vacation](https://blog.birchwoodfp.com/planning-a-multi-generational-family-vacation)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Aug 10, 2023 4:15:00 PM
A family vacation sounds great, right? Until someone has to make a decision that affects everyone on the trip.
[Read More](https://blog.birchwoodfp.com/planning-a-multi-generational-family-vacation)
[ ](https://blog.birchwoodfp.com/financial-questions-to-ask-when-buying-a-car)
## [Financial Questions to Ask When Buying A Car](https://blog.birchwoodfp.com/financial-questions-to-ask-when-buying-a-car)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Jun 16, 2023 3:57:33 PM
As labor and vehicle part shortages have declined, the automobile inventory has bounced back; you might be ready for a new set of wheels!
[Read More](https://blog.birchwoodfp.com/financial-questions-to-ask-when-buying-a-car)
[ ](https://blog.birchwoodfp.com/financial-planning-for-your-familys-future)
## [Financial Planning for Your Family’s Future](https://blog.birchwoodfp.com/financial-planning-for-your-familys-future)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Feb 16, 2023 11:40:00 AM
Life can come at you pretty quickly, and before you know it, you have a growing family (or desire to). Consider taking a pause and evaluating how...
[Read More](https://blog.birchwoodfp.com/financial-planning-for-your-familys-future)
[ ](https://blog.birchwoodfp.com/student-debt-forgiveness)
## [Student Debt Forgiveness Plan Explained](https://blog.birchwoodfp.com/student-debt-forgiveness)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Oct 20, 2022 3:18:18 PM
The White House estimates that more than 40 million people are eligible for the student debt relief that President Biden announced in August. That...
[Read More](https://blog.birchwoodfp.com/student-debt-forgiveness)
[ ](https://blog.birchwoodfp.com/advantages-of-a-fiduciary-relationship)
## [Advantages of Working With a Fiduciary](https://blog.birchwoodfp.com/advantages-of-a-fiduciary-relationship)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Aug 18, 2022 1:30:00 PM
Many children have a little ceramic piggy bank they joyfully drop spare change into if they are lucky to have some. Recently, my three-year-old niece...
[Read More](https://blog.birchwoodfp.com/advantages-of-a-fiduciary-relationship)
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*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.*
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