Hi, I’m Krista Winograd, a CFP® and professional paraplanner in Minnesota. My Kolbe A™ test back in 2002 was right. I find the most satisfaction in establishing priorities for carrying out plans that are precise and efficient. I was off the charts in the Justify (Red) and Organize (Blue) categories.

I’ve always enjoyed fiduciary financial planning, and the seven years I spent with my first fee-only firm taught me the intricate details involved in managing portfolios, account servicing, transfers, record keeping software, trading, and compliance.  From there I worked at a second firm for 11 years where I learned how to craft a personalized plan, explain it to clients, implement it, make investment recommendations, and help manage the relationships while also helping to manage the practice.

I respect that each advisor does things differently.  I take detailed notes to document processes, constantly look to improve, and I’m never afraid to ask an obvious question! I’d love to get to know you and your firm and discover how I might help you out.

How it works..

  • Contact me to see if it makes sense to work together.
  • You can run a background check and ask any questions you may have about working together.
  • I will send you a Contract Agreement and Non Disclosure Agreement for review and signature.
  • We will begin the onboarding process of communication patterns, setting up processes, and getting started.
  • I bill an hourly rate and will send you an invoice on a monthly basis.
  • I track all time spent on tracking software and can provide detailed reports on request.

Professional Affiliations