Kailie Abascal, CFP® Middleton & Company

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About Kailie Abascal, CFP®

Kailie’s favorite part of her job is brainstorming with her clients to help define and clarify their goals, and then work collaboratively to develop and implement the strategies to achieve them – whatever those goals may be! Kailie’s passion for personal financial planning started when she and her husband lived and worked in Oaxaca, Mexico after college. Together, they have since set personal goals and implemented plans that have allowed them to live in three countries and both coasts of the US, while still pursuing their individual career paths. She works with her clients to help them think creatively about how they too can go wherever their dreams may lead.

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Ideal Clients

  • Couples
  • Gen X
  • Travel Enthusiasts
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly or project-based work: $200/hour or predefined fee based on expected hours of work
  • Comprehensive financial planning: Upfront fee of $1,500 and $100-$300/month based on complexity

SEC Records

States Registered

  • Oregon
  • Texas
  • Washington

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