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Kathleen Boyd, CFP®, CSLP

Kathleen Boyd, CFP®, CSLP

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$275one time
Next Available: 8/18/2026 1:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$3,000one time
Currently no availability

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$300/ month
(billed $900 every three months)
0/1 spot available
Which service is right for me?

About Kathleen

14
years of experience
173
The Hour meetings
3
The Plan engagements
4.96
average review

Bio

Hi, I’m Kathleen! I’m here to help you navigate big financial decisions when the stakes feel high and the rules feel confusing. I specialize in real‑life financial decisions that don’t fit neatly into a template, especially for people with big goals, complex debt, or non‑traditional paths. I really enjoy working with first-gen professionals who are breaking generational curses and building wealth for the first time. I also bring deep expertise in student loan‑informed financial planning, helping borrowers understand how their loans fit into their broader financial picture. My approach is direct, clear, judgment-free, and practical. No scare tactics, no shame — just thoughtful guidance so you can move forward with confidence.

I Can Help You With

401k rollover
Debt management
Estate planning
Getting started with investing
Insurance
Portfolio review
Real estate
Roth conversions
Student loans
Tax planning

I Enjoy Working With

Business owners
Child-free
Healthcare professionals
LGBTQ+ Community
Millennials / Gen Z
Pre-Retirees
Public service professionals
Retirees
Teachers & educators
Young couples

Personal Stuff

Southern California

I’m SoCal-based and live a digital nomad lifestyle, which allows me to blend work with my love of international travel and exploring new cultures. I enjoy staying active with tennis, following college sports (especially women's basketball), and spending time with animals — especially cats 🐱. I’m also a big gamer, and unwinding with COD Zombies is one of my favorite ways to reset and recharge 🧟😅. 🏳️‍🌈

Education & Designations

Kansas State University
MS, Financial Planning & Therapy
University of Utah
MS, Finance (Emphasis in Portfolio Mgmt)
University of Utah
BS, Economics
Certified in Blockchain & Digital Assets
Since 2022
Real Estate Financial Coach
Since 2025
CERTIFIED FINANCIAL PLANNER™
Since 2017
Certified Student Loan Professional®
Since 2023
Tax Planning Certified Professional®
(In Progress)

Experience

Student Loan Savvy
Founder
2025 – Present
Independent RIA Firms
Financial Planner
2016 – 2025
Oklahoma State University
Adjunct Professor
2021 – 2024
Wells Fargo Private Bank
Investment Manager
2013 – 2016
Summer Analyst
JP Morgan
2012

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Kathleen Boyd, CFP®, CSLP — Fiduciary Financial Advisor | Nectarine