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Financial Planning for Independence, Inc., an Independent, Fee Only financial planning and Registered Investment Advisory firm in Bennington, Vermont was founded by Kristin W. Reed, CFP®, CPA. The firm specializes in personal financial planning strictly on a per-project or an hourly-as-needed basis.
Experience Matters
Kristin brings 18+ years of tax compliance and planning experience from her CPA firm and has transitioned her focus 100% to financial planning and financial education.
If you are looking for objective financial planning advice on an hourly, fee-only basis, welcome, you have come to the right place.
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Kristin W. Reed, CFP®, CPA |
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Financial planning is a process that helps you figure out where you are financially today and where you want to be in the future, and then helps you determine the best way to get there.
- no account minimums,
- no long term contracts,
- no "products" are sold
- no commissions are accepted and,
- no conflicts of interest.
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We start with a free ½ hour introductory meeting.
- During our meeting we'll investigate each individual's unique challenges and goals.
- Using information from our meeting we propose a project scope and estimated fee.
- Depending upon the scope, we can get going right then or plan for the next step.
- Contact us to schedule your free meeting.
To see a more detailed outline of our planning process please see our “7 Steps to Financial Success”. |
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FPI works with individuals and couples who are independent-minded and, are interested in working with a professional to help them more quickly and more successfully, define and move toward their own financial independence.
We help clients
- clarify what financial independence means to them.
- determine where they stand on the road to that independence.
- identify the steps and choices they must make to move toward a financially secure life.
How we are compensated:
Since we are truly independent, we have no account minimums, do not sell products nor accept commissions, and we do not offer long-term contracts. With this foundation, we can focus directly on our clients' immediate financial questions or needs, with fees charged strictly on a per-project or hourly basis. |
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We feel very strongly about the critical need for personal finance education. Advisors employed by Financial Planning for Independence, Inc. also conduct group educational workshops on financial planning topics. In this increasingly complex world it is imperative that individuals increase their financial literacy. This education, provided in a group setting, is an affordable option for individuals to get started. Generally an employer, civic or non-profit group sponsoring the workshop pays any fees charged by Financial Planning for Independence, Inc. In the event there is a charge to the workshop attendees, the fee will be published on the workshop announcement or invitation.
Our Mission
Our mission is to guide, educate and support our clients in their move toward a life independent of financial worries; where their lives are lived at a higher level, supported by good financial habits and management; where they are making their dreams real. |
- Download and complete our Confidential Questionnaire,
- Contact us for your free ½ hour meeting.
If you have any questions that we may better answer personally, please email kreed@fpiadvisor.com. |
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