KB&P Financial Partners

Please join us in welcoming our intern, Parker Sothard, to KB&P Financial Partners!

Parker is a Finance major at Wittenberg University and is from Springfield, Ohio. This summer, he is excited to learn more about financial planning and explore potential career paths after graduation. He also looks forward to meeting our clients and building connections, which is such an important part of financial advising.

Welcome to KB&P, Parker!

Summer plans are starting to take shape. Travel, camps and family activities add up quickly.

A dedicated summer fund can help you enjoy it all without added stress. Take the first set by estimating your upcoming expenses and setting aside a fixed amount each month to prepare. Explore your financial future with a plan built for real life at calendly.com/yourfinancialteam.

Incorporating philanthropy into your strategy allows you to support causes you care about while creating lasting impact.

From structured giving to long-term legacy planning, there are thoughtful ways to align your wealth with your values.

At KB&P, we help you give with intention and plan with purpose. Talk to a financial professional to explore your options at calendly.com/yourfinancialteam.

Happy Mother's Day! Here’s to the amazing moms we have the privilege of working alongside.

Financial stability is one of the most meaningful gifts you can give your children. It starts with the habits they see and learn every day.

A few simple ways to begin:
• Talk about money in everyday moments
• Encourage saving for goals
• Show what thoughtful decision-making looks like

Your actions today can shape their future in powerful ways. Let us help you build a financial legacy for your family at calendly.com/yourfinancialteam

Your financial life plays a role in how you feel every day. Money stress can affect sleep, relationships and overall peace of mind. The goal is not perfection. It is progress.

Start small:
• Organize your accounts
• Build a simple emergency fund
• Create a clear plan for what comes next

At KB&P, we believe financial clarity supports a healthier, more confident life.

Schedule an appointment to take the first step at calendly.com/yourfinancialteam.