Kim Gonzalez

CPA
Personal Finance, Retirement, Lifestage Based Planning
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“Having joined Domestique Capital in 2016 and holding the CPA designation since 1992, Kim Gonzalez is passionate about helping women and families make wise decisions about their finances.”
Firm:

Domestique Capital LLC

Job Title:

Financial Planner

Biography:

Kim Gonzalez is a Financial Planner specializing in helping professional women and their families make wise choices in the area of finances and investing in order to live out their calling, steward their resources faithfully, and have financial peace of mind. Domestique Capital serves clients in the Dallas-Fort Worth metroplex and throughout the United States. Kim and her team provide integrated, comprehensive financial planning services to help clients discover what they want out of life and help them come up with a plan to achieve their unique goals and aspirations. Once a plan is created, Kim and her team helps them implement it and stay on track as their life changes. Kim helps clients outsource a lot of their financial life so they can spend time on the things that matter most to them.

Included in their services are education funding planning, retirement and social security planning, estate and tax strategies, insurance risk management, investment portfolio development and management, spending plan development and maintenance, and healthy decision making support.

Unlike many firms, Domestique Capital does not have a minimum asset requirement to work with them. Kim and her team provide affordable, fiduciary advice for every stage of life.

Education:

BS, Accounting, University of North Texas
MS, Taxation, University of North Texas

Assets Under Management:

$30 million

CRD Number:

5742147

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March 2017
    Charity, Tax Deductions / Credits, Taxes
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    Insurance, Small Business Taxes

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