Rachel Kim

Rachel Kim is a CFP® professional and founder of Kim Financial Planning, a fee-only advisory practice serving individuals and small business owners. Her approach centers on clear, conflict-free advice — she does not earn commissions on products she recommends. Rachel joined ThinkBiz because she found that her ideal clients were already connected to mortgage professionals, CPAs, and attorneys in the organization. The cross-referral relationships she has built within her chapter have become the foundation of her client acquisition strategy.