She was thorough, personable and responded promptly.
It was clear to us that Kayley is sensitive and caring about our financial needs…
When I first met with Kayley, it took some time to get my husband on board. He was hesitant to share his financial world with an outsider. However, after meeting Kayley it was like a switch went on in his head. Instantly, he was an open book. It was clear to us that Kayley is sensitive and caring about our financial needs but also very knowledgeable about what she does. Our favorite part about our experience with Kayley was that she took the time to break down our entire financial plan. She answered any questions that we had (of which we had many).
She has great positive energy, and it is easy to feel comfortable talking about uncomfortable situations relating to finances. We never knew that we could live a normal lifestyle while still “adulting” with insurance, investments, and savings plans.
– Juli Perkins
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together “First Command”). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.
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He has helped us immensely as we prepare for retirement and plan for our two kids to go to college.