Perspektiv Financial

01/18/2023

A friend enthusiastically recommended Kendra to help us develop a plan to ensure we're on target to meet our short to long term goals, including planning for our retirement. Kendra did a thorough analysis of our savings, current spending, upcoming expenditures, and more. She provided us with a plan with concrete strategies to meet our goals. We really enjoyed working with Kendra. She was friendly, personable, and made us feel very comfortable talking about our savings and spending habits. We feel much more confident now that we're on a solid path forward to meet our goals.

01/25/2022

Kendra and her team helped me navigate the questions I had for my existing life and disability insurance to determine the best solution for my needs. I am grateful to have been referred to Kendra Siverston at Perspektive Financial to be able to get and understand the information from a trusted expert. I now have confidence that I have the correct insurance policy for me and my company. Thank you Kendra. https://bit.ly/2L78ve1

01/04/2022

A friend enthusiastically recommended Kendra to help us develop a financial plan to meet our short to long term goals. Kendra is personable, professional, and thorough. She looked at our whole picture, and developed a detailed plan that gave us a path forward to ensure we meet those goals. Money very well spent! https://bit.ly/2L78ve1

12/28/2021

I admire working with Kendra: professional, well-educated, positive, caring, on-time communication, attentive to details. She found the best insurance options specifically for me based on my situation. She explains a complex "insurance" topic in clear simple and understandable language. All my current insurance needs are covered and I plan to continue working with Perspektiv Financial in the future!!! https://bit.ly/2L78ve1

03/11/2021

The peace of mind that comes with knowing you have a smart, tailor-made financial plan developed by someone who is genuinely putting your interests first is invaluable. Kendra is the real deal. She changed our lives.

01/06/2021

You'd be lucky to work with Kendra. She's fantastic. https://bit.ly/2L78ve1

12/30/2020

These people REALLY, REALLY know their stuff and care. Kendra herself is so compassionate and genuine. She truly understand the evolution of life and how our insurance needs change as we go from children to young adults to being married and then parents and.... its amazing what she does for people. gently understanding their needs and goals along the way I highly recommend Perspektiv Financial https://bit.ly/2L78ve1

09/15/2018

Join me in October for a weekend of ME time in the mountains! “All About Me” is an opportunity to foster inspired connection, spiritual alignment, and emotional readiness - guided directly by myself and like-minded practitioners!!

The

03/10/2015

Our move went well and we are enjoying our new space!

11/27/2012

Thanks to everyone for posting our 10 Tips to Avoid Overspending for the Holidays.

09/27/2012

David Chilton just did a great presentation at the Holiday Inn.