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Achieve your goals – one step at a time.
You’ve probably imagined what you want your future to look like, but maybe the path to getting there doesn’t seem as clear.
My name is Kimberly Helm – Accredited Financial Counselor® and Behavioral Financial Advisor™ at FinSpire. I started this business to help people who have not been taught how to manage money. Life can teach you the hard way – I’d like to help you leave the mistakes in the past and find the best next step for your situation. Let’s prioritize what matters most to you and keep moving forward toward your goals.
With over 25 years of professional experience in financial services, and even more experience with life’s ups and downs, I’m well-aware that reaching financial security is a transformative journey – not an overnight process. You can count on me to be with you every step of the way. Together, you can evolve into something new. And that starts with getting set in the right direction – with a reliable woman at the ‘Helm.’
Group financial workshops & personal financial planning in the Twin Cities
I’m proud to serve the Greater Minneapolis/St. Paul Area with a range of services that meet your needs.
Standard Group
Book a one-time 1-2 hour training.
- Ideal for 5-15 people.
- Choose from a variety of topics, including: financial foundations (i.e., spending, saving and budgeting), net worth and cash flow, key areas of financial planning (i.e., goal achievement, credit, protection, retirement, estate planning and investments.)
Custom Group
Create a personalized weekly program.
- Ideal for 5-15 people.
- We’ll work together to create a customized curriculum based on your group’s unique shared needs and interests.
- Recommend 3-8 total trainings to cover full span of topics.
Individual
Get 1:1 financial advice and support.
- Holistic overview of your finances with personalized suggestions and action steps.
- Deeper dive into problem areas or specific topics of interest, such as: net worth/cash flow, debt repayment, credit, goals, college funding, retirement planning, protection, risks, tips and tools.
- Monthly accountability packages available.
Get a free consultation
Not sure what you need, or find yourself with an entirely unique situation? Let’s have a conversation. Once I have the facts, I’ll know exactly how I can help.
FinSpire Financial Consulting, LLC 