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Kristen Heller, CSRIC®

Financial Advisor

(877) 568-7526

kristen@planningforgood.co

To schedule an appointment with Kristen, visit https://calendly.com/kristenheller. Download her contact card HERE.

Stacie Potts

Client Care Admin. Associate

(877) 568-7526

stacie@planningforgood.co

To schedule an appointment with Stacie, you may visit: https://calendly.com/planningforgood-stacie. Download her contact card HERE.

<b>Client Care Commitment</b>

Client Care Commitment

Our team and our clients are top priority. 

So that we can provide excellent service, please note the best ways to reach us for the quickest response:

1)  The best way to reach us is by email at team@planningforgood.co

2)  Alternatively, or for urgent matters, call (877)568-7526 / (877) KMT-PLAN between 9AM and 5PM, Monday through Friday.

3)  To schedule time with us, please visit https://calendly.com/planningforgood

Our team will respond to messages as soon as we can; by the end of the next business day at the latest.

We respect personal time with family on nights and weekends, apart from designated weeknights. We'll make every effort to accommodate special requests when possible. 

DOWNLOAD OUR TEAM'S CONTACT CARD HERE!

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