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Kindred Spirits Wealth Management

Women founded, women focused.
We use decades of financial wisdom to help women and their families fulfill their vision of their future through empowerment, education, and collaboration. 

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If you’re a woman balancing a busy life,
you need the perspective of an experienced female financial advisor to help you.

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Upholds long-term client relationships

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Here for every age and every stage

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Nurtures your financial knowledge

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Maximizes your financial potential

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Licensed in states across the nation*

*Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Louisiana, Minnesota, Nebraska, Nevada, New Jersey, South Carolina, South Dakota, Texas, Wisconsin

How Kindred Spirits Can Help

We cover a wide array of financial services.

Making Investment Decisions

Making Investment Decisions

  • Mutual Funds
  • IRAs
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational savings accounts
  • 529’s
  • Brokerage Accounts

Financial Planning

  • Retirement Plans
  • Retirement Income Distribution Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Tax Plans
Protecting Your Family

Protecting Your Family

  • Life Insurance
    • Whole Life
    • Variable Life
    • Universal Life
    • Term Life
  • Long term care
  • Hybrid Policies
  • Annuities

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Kindred Spirits Started With a Vision

How Sarah & Kimberly approach financial planning and wealth management.

Throughout their decades of experience, Sarah Houle-Johns and Kimberly Ritter have helped clients, including individuals, couples, young professionals, retirees, and more, to pursue their goals. Kindred Spirits Wealth Management is the culmination of their focus on women’s financial empowerment. They have helped women from all walks of life; married, single, working and retired. Whatever your background or gender, there’s space for you here at Kindred Spirits.

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The faces behind our team!

From left to right: Jenny, Justi, Sarah, Kim, Kate, Trina


Tax Resources

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Glossary

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Visit Kindred Spirits Wealth Management

Address

3601 Minnesota Drive Suite 690

Bloomington, MN 55435

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