Our Founder

 

Kris Headshot

KRISTINE K. HARTLAND, CFP®, CFS, CEBS, CLC, EA

I have worked as business and personal coach for the past six years and specialize in making life transitions that weigh in wellness and the tax, estate, business, philanthropic and life implications. My book, FamilyNomics was published as a composite experience of many family meetings I facilitated through the years with the families, business partners, philanthropic organizations, financial, tax and estate advisors.

It is a fine art and a great deal of fun and good work aligning the interests and energy of the entire team.

Licenses and Memberships:

  • Enrolled Agent, QuickBooks Pro Advisor

  • Certified Financial Planner, Certified Funds Specialist, Certified Employee Benefit Specialist, Certified Life Coach

  • Board Member for the National Christian Foundation of Tampa Bay

  • Member of the Financial Planning Association

  • Member of the International Society of Certified Employee Benefit Specialists

  • Member of the National Speakers Association

 
 
 
 

Schedule a complimentary 30-minute insight session

 

In this initial consult, we'll dive into:

Finding out if we make a great pair! Of course, you want to make sure you like, trust, and feel comfortable with the person you choose to be your consultant or coach, and we want to make sure we can provide the best solutions for you or refer you to someone who would be better suited for you.

Gaining insight about your current situation and providing clarity about your goals.

Sharing high-impact actions you can take to get started in reaching your goals.

Answering any of your questions and clarifying options for engagement.

Creating a follow-up plan of action.

 
 

 WE WORK WITH:

  • Entrepreneurs looking to buy or sell a business

  • Professionals seeking career growth or a career change

  • Organizations that want to develop their employees

  • Business owners focused on strategic growth

  • Individuals desiring to set new goals for their life

  • Families facing difficulties and in need of support

  • Anyone wanting to leave behind a legacy in an intelligently planned way

Contact us today