Kay Allen in July 2019 Society Life Magazine
• Local Women Who Are ‘Inspirational, Accomplished and Engaging’ •
Kay Allen CFP® was featured in the July 2019 issue of a local Colleyville publication, Society Life Magazine.
She was profiled as one of the “Ten Amazing Local Women Who Inspire Others With Their Attitude and Actions – Inspirational, Accomplished and Engaging“.
“I am honored to be recognized.”
Kay Allen, Certified Financial Planner®
Kay’s Business Philosophy
“When faced with a decision, I use the Rotary Club ‘4 Way Test’:
• Is it the truth?
• Is it fair to all concerned?
• Will it build good will and better friendships?
• Will it be beneficial to all concerned?”
About Kay Allen
Kay Allen started her career in banking as a Branch Manager for a small bank in Kansas. She received her undergraduate degree in Business Finance from Kansas State University.
When she moved to Texas, she transitioned to Bank Consumer Compliance auditing. As a young mother of three children, Kay did Consumer Compliance consulting work and was able to create a more flexible schedule for her young family. In 2009, she decided to pursue her love of Financial Planning.
Kay earned her Certified Financial Planner CFP® in 2011 and she’s been doing Financial Planning ever since. Kay admits that she loves this career path because she loves the people she gets to work with and she learns something new every day.
When asked about her greatest professional accomplishment, she says: “I’ve been honored to speak at a conference of my peers but by far, my greatest accomplishment and joy is when I’m able to help my clients achieve a financial goal – or solve a difficult problem. I recently did some pro-bono work where I was able to help a wonderful older woman avoid bankruptcy and remain in her home.” It’s exactly these types of challenges that are the source of her pride.
Kay has a passion for education and most of her current and past organization or board involvement has been associated in some way with furthering education opportunities within her community. Her goals for the future include writing a book about the economy and how it impacts the financial markets. “I know it may sound boring, but there are so many myths and misunderstandings that I’d like to tackle.”
She is married with three adult children who all live and work in Texas. And at the end of a long day, she says there’s nothing better than changing into a t-shirt and yoga pants, sharing dinner and relaxing with my family.
Allen Wealth Advisors Financial Planning for Women
In general, women are more likely to want their relationship with money to be linked to their values, goals and priorities.
Kay strongly believes that women need to engage in financial planning. Often women find themselves in a state of transition and face a unique set of challenges.
Whether single, divorcing, or widowed – Kay works with each individual to develop a financial plan. She provides strategies to help navigate difficult financial situations and put clients on a clear path to financial security.
We act as a fiduciary – putting the needs of our clients first. We work with our clients to educate them regarding financial planning and investments. And then we find the best solution for the unique needs of each individual.
Allen Wealth Advisors Investment Management
When we manage your investments, we analyze your risk tolerance, time horizon, and goals to develop a well-diversified portfolio to meet your needs.
Our goal is to be very transparent.
We explain our core investment philosophy, informed by academic research – so that you will understand the investment decisions made. And we assist clients in understanding how we navigate through changing and sometimes volatile markets to your financial security.
Allen Wealth Advisors Retirement Planning
Many people come to us as they approach retirement with an array of retirement benefits acquired during their careers.
We help our clients make sense of all available financial tools.
Allen Wealth Advisors act as a fiduciary, putting the needs of our clients first. We advise clients how to meet income and long-term goal needs in a sustainable, tax efficient manner.
How Can Allen Wealth Advisors Be of Assistance?