Elliott Appel, CFP®, CLU® Kindness Financial Planning
- Virtual, Madison, WI 53705
- (206) 651-5097
- http://kindnessfp.com/
About Elliott Appel, CFP®, CLU®, RLP®
Having spent the first decade of my career with a large wealth management firm in Seattle, I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, widowers, caregivers, and families affected by major health events.
Their stories resonate with me because my dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. He has had brain radiation, chemotherapy, and immunotherapy. We have navigated oncologists, surgeons, palliative care doctors, neurologists, endocrinologists, pain clinics, psychiatrists, social workers, pain clinics, nutritionists, and more.
Since then, I’ve been drawn to people going through similar situations. I enjoy our conversations, hearing what is important, and helping them navigate the uncertainty life throws at them.
Through these conversations, I have learned that when faced with loss and grief, brain fog usually takes over. What was once easy becomes challenging. Sometimes, only one person was involved in the financial decisions and the survivor needs another layer of support.
I meet people where they are, listen, and organize what needs to be done to build financial security. I help people make sense of what is urgent and what can wait. Together, we’ll do tax planning, review estate plans, build customized investment portfolios to create the income they need, and more. Then, I am with them every step of the way.
I graduated Summa Cum Laude from Seattle University. I hold the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Life Underwriter® designation, and I am a Registered Life Planner®.
Outside of work, you can find me playing tennis, running with my wife, biking, hiking, attempting to play the guitar, or cooking.
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Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Financial Life Planning
- Tax Planning
- Widow/Widower
Ways Advisor Charges
- Hourly
- Assets Under Management
Fee Options
- Hourly Fee: $300+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
