Ksenia believes that part of feeling confident in your future comes from careful planning, which you will do together by exploring your values and goals and getting your financial affairs all together, streamlined, and well-organized. Peace of mind also comes from understanding what can otherwise be a complicated collection of documents, articles, and data. As Ksenia works with you on your financial plan, she first filters out the irrelevant options based on your core values and life goals, then discusses your questions with you.

She also knows your time is tight and you have many family, business and community obligations. Through her years in the field, she’s learned to work quickly and efficiently so that you can get back to living your life instead of worrying about your family’s financial well-being.