Kristy Coleman
Helping young professionals build confident financial futures-- without giving up coffees, date nights, or travel.
State(s) Licensed: AZ, KS, MN, MT, ND, SD
3535 South 31st Street Ste 102
Grand Forks, ND 58201
Helping young professionals build confident financial futures-- without giving up coffees, date nights, or travel.
State(s) Licensed: AZ, KS, MN, MT, ND, SD
Hi, I'm Kristy Coleman
📌Financial Advisor| Grand Forks, ND
I'm 21 years old and just getting started in the world of financial advising-- not because I have all the answers, but because I have asked all the same questions.
Growing up, I didn't learn much about saving, investing, or building a financial future. When I turned 18, I realized that had to change. I dove headfirst into learning everything I could-- not just for myself, but so I could help others like me who want to build smart money habits early but don't know where to start.
👤Who I Work With
I work with young professionals who are figuring it out (just like I am). Whether it's your first job, managing student loans, planning a wedding, or saving up for your first house, I understand the pressure to "have it all together" while still wanting to enjoy life, travel, and live in the moment.
I'm not here to judge you, I'm here to guide you.
💡My Philosophy
I believe money is a tool, not an end goal. Your financial plan should support your lifestyle, your values, and your dreams. You need a plan centered around you.
My approach is:
- Educational- I explain things in plain English, no jargon.
- Collaborative- We build your plan together based on what matters to you.
- Personalized- No one-size-fits-all strategies here.
❓Why I Do This
If someone had told me at 18 that any start is a good start, my entire financial journey might have looked different. That's why I'm passionate about helping people start early-- because small steps taken now can completely change your path later.
I'm not a salesperson. I'm a sounding board, an educator, and a teammate in your financial journey.
☕A Little About Me
Outside of work, you can find me golfing, doing yoga or Pilates, taking long walks, or enjoying a sweet treat. My perfect Saturday? Sleeping in, sipping an iced chai, wandering the local farmer's market, taking a sunny afternoon walk, and heading out to a fun new restaurant for dinner.
I'm living in the same life stage you are-- trying to balance saving for a wedding and a house while still exploring the world and making memories.
👇Let's Talk
If you're a young professional who wants to get your finances moving in the right direction, let's connect. No pressure, no jargon-- just a real conversation about how to build a future you'll feel good about.
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Location
Grand Forks Office
- Phone:
- 701-599-4362