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Conversations with Kristin Lavelle

Today we’d like to introduce you to Kristin Lavelle.

Hi Kristin, thanks for sharing your story with us. To start, maybe you can tell our readers some of your backstory.
I started my career a number of years ago by getting a MBA in Finance. I worked in corporate finance, managing treasury and investor relations departments. I loved the work, but when my husband and I decided to have children, I changed careers to something that could offer more flexibility with my time.

After receiving a Master’s Degree in Counseling, I worked in community mental health and private practice. This work was meaningful and helped lead me to where I am today.

I really missed being in the financial field but I also loved working with people. I have the fortune now of combining both of my passions into one career as a financial consultant with Five Rings Financial. I love this career and company so much that I’ll never make a change again! I’m grateful to have found meaningful, fun, and worthwhile work with a company that deeply cares about and supports its team members and clients.

Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
Sure, there have been some bumps along the way and long hours at times, but I certainly can’t complain. I’ve known since kindergarten that I wanted to do something in a career related to math and with people. The road wound a bit to get me to the place where I am now – a career that’s a perfect fit for me – but along the way, I learned so much. One of my passions in life is learning and growing, so much so that at one point my husband said, “How about you stop going to school and start working!” It was a valid point.

Thanks for sharing that. So, maybe next you can tell us a bit more about your work?
I like to think of money as just a tool and that what I really do is help people dream and think about the future they’d like and figure out how to help them get there. Sometimes in the financial services industry, we can lose sight of what’s really important, which is talking to the client and learning what’s meaningful and valuable to them. Every individual is unique and, therefore, their goals and plans should be treated as such.

Clients tell me that what sets me apart from other financial professionals is that I take the time to listen to them and then come up with creative solutions to help them with a secure and strong future while also enjoying the present. I’m a big believer that we can get to where we’d like to go if we envision it and take steps to set it into motion.

Before we go, is there anything else you can share with us?
There’s one other important thing. My son, Patrick, also loves finance and is talented in this area. He’s my business partner and leads our signature weekly in-person event, Money 101 but First, Chocolate. It’s kind of like it sounds! We start with a curated craft chocolate tasting, usually paired with a nice glass of wine, and that’s followed by about a 45-minute class on the six key principles of saving and protecting money.

We all went to school for a number of years, but most of us haven’t been provided a good education about personal finance or the keys to a successful financial future. We start this important education with this class.

I host a monthly event called Wine, Women & Wealth. Again, kind of like it sounds. Women get together in community to have fun and support each other around money, business and also just life in general!

Contact Info:

Image Credits
The photo with the orange background is by Natalie Beck Photography The photo of the wine and chocolate is by Faith Lacy Photography

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