Retire with confidence — and invest with purpose.
Hi, I’m Kristen!
I help individuals and families feel more confident about the future and retirement — especially during big life transitions like inheriting money, preparing to retire, or adjusting plans after a loss or job change.
I’m a Behavioral Financial Advisor™, which means I focus not just on the numbers, but also on how real people make decisions — especially when emotions are involved. My job isn’t to pressure you; it’s to help you feel clear and supported.
Retirement shouldn’t feel like a guessing game.
You’ve worked hard to save. Now the big question becomes:
“Will this actually work long‑term?”
I help you connect your savings, Social Security, and investments into a plan that’s designed to support your lifestyle — not just look good on paper.
What we focus on
- Turning savings into steady retirement income
- Understanding Social Security and pension choices (without overwhelm)
- Managing risk as you get closer to retirement
- Planning withdrawals in a tax‑smart way
- Making sure your plan still works if life throws a curveball
A simple 3‑step process
1. Start with a conversation
We talk about what’s going on in your life and what you want your money to do for you.
2. Build a clear plan
We connect the dots — retirement income, investments, taxes, and protection — so things feel organized instead of scattered.
3. Adjust as life changes
Plans aren’t one‑and‑done. We adapt as your life, goals, and priorities evolve.
My goal is for you to feel confident, not constantly second‑guessing. You don’t have to fit in a box — but if any of these feel familiar, you’re in the right place:
- “I’m getting closer to retirement and want to know if I’m really on track.”
- “I inherited money and don’t want to make a mistake.”
- “I want a plan that fits my life — not just my investments.”
If you’re ready to talk — or just want a second opinion — I’d be happy to help.
Thrivent financial advisors do not provide legal, tax, or accounting advice. When needed, I’m happy to coordinate with your attorney or tax professional to make sure everything works together.
A Little About Me
Outside of work, I enjoy life with my husband and our two daughters. We love being outdoors and sharing music together. I also stay involved in my community by serving at my church and on the board of Music Matters, Inc.
Meet My Team
Burlington Office
Ashlee Hemsing
Ashlee joined the Shoreline Group this November 2021 as an Office Professional. Ashlee enjoys learning the ins and outs of the financial world and is working on obtaining her Life and Health Insurance licenses. You can find Ashlee answering phones and learning how to process back office items. Ashlee has her hands full these days with her twins, but if there is any spare time she enjoys playing sand volleyball, traveling, and spending time with family and friends.
- Title
Office Professional
- Location
Burlington, WI
Shoreline Group
Providing personalized financial guidance and exceptional service with offices in Beloit, Burlington, Delavan, Kenosha, Madison and Racine.
- Title
Team Practice
- Website
- https://connect.thrivent.com/shoreline-group
- Phone
- 262-757-0199