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Kim Anderson

  • Financial Coach

A Personal Note from Kim

I am a northern Minnesota native who has lived in the Fargo/Moorhead area since 1994. I graduated from MSU-Moorhead with a degree in Construction Management and obtained my CPA designation in 2012 and have been involved in both business accounting and personal finance for many years.

I served in the Air Force for 9+ years during Operation Desert Storm. I also joined the Navy Reserves and was deployed for 10 months during Operation Iraqi Freedom.

I started my own financial planning firm called Young Living Financial in 2017 and, desiring to work with a team of other advisors, I joined Rooted Planning Group in 2018.

In my spare time, I enjoy home remodeling, reading, and genealogy – discovering “lost” relatives through DNA.

About Kim

I understand that Personal Finance is more personal than it is about finance.

Being an out-of-the-box thinker, I get to help people look at their situation and create options they couldn’t recognize on their own – and when they know they have options they feel empowered and have hope about their finances. Then they can make real progress with their finances.

My Areas of Expertise:

  • Comprehensive Financial Planning
  • Estate Planning Decisions
  • Funding a Child's Future
  • Independent Investment Analysis
  • Preparing Finances for Incapacity
  • Retirement Planning
  • Transitioning into Retirement Finances

My Credentials:

  • Certified Public Accountant
  • MSU-Moorhead, BA, Construction management
  • Air Force Training
  • Navy Reserves
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, XYPN Network