Our Profile

The Clients I Support

You're likely in the decade of your career where retirement math is getting real. For many of the professionals I work with in Sacramento, the goal isn't necessarily about retiring "rich" with a yacht and an exotic vacation home. It's about something more important: not having to downgrade your life when you stop working. The challenge is the gap between the $1.5M number the "experts" quote and the reality of a 401(k) that had a late start. This creates a quiet anxiety; a feeling that you're behind and the only options are to work forever or accept a lesser future. My work is built on a different premise: The generic advice that got you here won't get you there. A truly effective plan for the next 10 years has to be built for the life you've actually lived, not the one the spreadsheets assume.

I have a few specific strategies for professionals who are 5-10 years out from their target retirement date.

No pitch, no obligation. Just a clear, candid assessment of where you are and a roadmap for what's possible. Would you be open to a brief call to see if one of these sessions would be valuable for you?

My Profile

Kimberly Austin

(916) 783-6500

kdaustin@rwbaird.com

Kimberly Austin is a seasoned Financial Advisor with over 15 years of experience in the financial industry. Residing in the Sacramento Valley throughout her adult life, she currently serves as the president of a non-profit youth travel baseball team. She is a dedicated mother to son, Ethan, and daughter, Isabelle. Her husband, William, and her also have a cat named Babou and a Belgian Malinois named Stormy.

Kim enjoys reading and playing tennis in an adult league. She is passionate about watching her children participate in sports, is an avid Formula 1 fan (go Ferrari!). Additionally, she has a keen interest in true crime documentaries, and is a huge engineering nerd.

Kim specializes but is not limited to older Millennials and Gen X. With a focus on financial education and goal planning. Her goal is to make financial worries go away so you can focus on what matter to you most.

Advanced Planners

Your relationship with me is a collaborative effort with the deep resources of Baird. For advanced planning cases, we will frequently seek the additional counsel of our dedicated in-house experts. Collectively, we develop tailored solutions for the complex issues facing families with substantial wealth.