Kaitlin Suzanne Hall

10/10/2026

I’m taking time to recognize the many ways people experience work and reaffirm our commitment to accessibility, inclusion, and opportunity for all.

10/09/2026

Teaching your kids about money is one of the greatest gifts you can give them—and it’s easier than you think. From understanding needs vs. wants, to building credit and investing, there are simple lessons for every stage of childhood that set them up for lifelong financial success.

10/08/2026

Let’s clear away the noise and make room for a financial plan built around you.

10/07/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings.

While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Learn how to use life insurance in your retirement planning.

10/06/2026

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financial goals? Schedule a conversation with me today.

What financial compatibility really means—and how to talk about it.

09/25/2026

Saving for college can feel overwhelming, especially as costs continue to rise. Learn how families can estimate what they may need, explore savings strategies, and consider other ways to help make college more affordable.

Saving for college tuition and living expenses can be tough. Learn budgeting ideas and smart saving strategies to get in good financial shape before college.

09/24/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future.

Saying "I do" includes some nice perks, from building a shared life together to unlocking some valuable tax advantages.

09/23/2026

A family life insurance plan protects more than just income—it protects the future and people you care about most. Set your goals, choose the right coverage for every family member, and build a policy that’s designed to grow with your family. Reach out if you're ready to build your family life insurance plan.

09/22/2026

September is Childhood Cancer Awareness Month—the perfect time to rally around the goal of ending childhood cancer. Every day, more than 1,000 children worldwide receive this devastating diagnosis. Through our partnership with Alex's Lemonade Stand Foundation, we’re helping fund critical research, advance new treatments, and support affected families. Together, we can rewrite the story for children with cancer.

09/21/2026

🎗️ Your financial plan can make an impact beyond your own future 🎗️

Through the end of September, we are donating $100 to Alex's Lemonade Stand for childhood cancer research for every person who meets with me and completes a complimentary comprehensive financial plan.

I'm determined to make the biggest impact I possibly can with this, and I'd love to see our Seattle area raise more than anywhere else. Help me fill my calendar and turn as many conversations as we can into $100 donations for these kids! 💛

There's NO cost and NO obligation! Just an opportunity to take a closer look at where you are financially, where you want to go, and whether your current plan is helping you get there.

-You get a personalized financial plan
-Childhood Cancer Research get $100
And TOGETHER we show just how much the Greater Seattle Area can raise!

If you've been thinking "I should probably have a financial plan..." this is your sign!

Message me or comment "Lemonade" below and let's add another $100 to the total!!

You can also schedule directly Here: http://spr.ly/6182BG337p

- If you already have a great Advisor, PLEASE help me get another $100 on the board for these kids by SHARING or TAGGING someone who could benefit