Know KnoxSense: Next Step Financial


This month’s highlight of local, service-based, and in this case, woman-owned businesses continues with Next Step Financial. Next Step Financial, which offers a number of financial services ranging from financial planning, asset management, and divorce financial planning, is owned and operated by our friend Kim Spencer. Kim is passionate about what she does and focuses on education so that her clients can have a secure financial future! Here’s more from Kim about her experience in the industry:
“I began in this business back in the 1990s. I was working with a large regional bank and they offered me the opportunity to become licensed to sell investment products. From there, I became a full-time financial advisor, and then a CFP® (Certified Financial Planner™), and then an IAR. That stands for Investment Advisor Representative, which means I’m a fiduciary. To use the CFP® marks, I have agreed to always put my clients’ needs first, before my own. I agree to always do the right thing” (https://lnkd.in/dtb7Mzf)
Visit the link above for more information on the full range of services she offers. If you don’t know where to start your journey to financial security, Kim is the perfect person to help guide you on your path!