Built for the ones who do it all.
You already have enough on your plate.
Maybe you also handle the family finances. Maybe your partner does. Either way, you shouldn’t have to figure it all out alone, or feel in the dark.
Are we saving enough for college? Do we have life insurance? What accounts do we actually have? And who can I turn to when I have a question?
You don’t need another thing to manage, or a whole conversation with your partner for every family finance question.
You just need someone to help you make sense of it and keep you up to date.
Keeping your family in sync
When one person handles the finances, the rest of the family may not know where to turn when they need answers.
A simple way to stay informed and be prepared. Without taking over.
1. Start with what you know.
You don’t need every answer. Share what you know, and your Money Mentor will connect with your spouse or partner to help gather the rest.
2. We handle the check-ins.
Your Money Mentor checks in periodically with whoever manages the finances and keeps your family’s financial picture current.
3. Stay informed. Ask questions.
Know what’s changed, understand what it means, and have someone to ask whenever you need.
4. Backup for your family.
Add someone you trust, so they have Kina’s support if they ever need to step in for your family.
For the person managing the finances
They shouldn’t have to carry it all alone, either.
Keeping track of the family finances is a responsibility. Knowing the family could manage without you is another.
“If something happened to me, my family would know what we have, and have someone to help them make sense of it.”
Your Money Mentor helps them share what they know and keep it current—so you stay informed, and they know you have support.
Ongoing guidance for you
Get ongoing guidance from your Money Mentor, with one video session per quarter and email support between sessions.
Start where you are.
Come with a question, or “I don’t know where to begin.” Your partner doesn’t need to join.
Ask anything.
Get straightforward answers about your personal finances, your family’s, or both—without judgment.
Keep the conversation going.
Questions don’t stop after one call. Stay in touch and revisit what matters as life changes.
My partner handles the money. Where do I start?
What would I need to know if something happened to my partner?
What is a 529 plan? Should I set one up for my child?
We make good money. Why does it still feel tight?
FAQ
Everything you might be wondering about.
What is Kina Money Concierge?
How is this different from booking an expert session?
Does my partner need to participate?
But will my partner actually do this?
What happens if I cancel my Kina Premium subscription?
