Kaysian Gordon, CFP®, CPA Kaysi Gordon Financial Planning
- 70 East Sunrise Highway Suite 500, Valley Stream, NY 11581
- (718) 930-8659
- https://kaysigordon.com/
About Kaysian Gordon, CFP®, CPA, MBA
My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning – A Place Where Faith and Financial Planning Meet.
I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue.
I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals – but to plan for the long term.
Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals.
I can help you with that.
And a favorite question I help clients to think about: How will you spend your time in retirement?
Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well.
I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.
Recently Published
How Will You Use Your Gift?
March 26, 2023My mom and I were asked to do the welcome/greeting for our church. I decided to share a bit of our history of being in our local church body for over the last 20 and what it’s meant to us to have such a church family. I took three minutes and wrote down my thoughts […]
A Miracle
March 19, 2023My daughter seems to be very musically inclined. This is not one of the things she’s received from me. Throughout the years, she’s played the piano, sings, has/had an interest in violin, guitar, and ukulele. She has been encouraged in each of these areas whenever her taste has changed. Most recently, she opted for clarinet […]
Dealing With Debt
March 15, 2023This article was first published by Christian Financial Advisors Network Written By Kaysian “Kaysi” Gordon, CFP®, CKA®, CPA, MBA Debt is a topic that has been coming up in conversations quite a bit recently. My church body has been studying the topic this quarter in a series called: “Managing for the Master: Till He Comes”. […]
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
- African Americans/Black
- Christian Faith Based
- Gen Y/Millennials
- Women in Transition
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $500+/qtr
- Flat Fee: $3500+/engagement
- Assets Under Management: 1.25%
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.
