Kaul Financial Solutions
Welcome to Kaul Financial Solutions!
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My goal is to help you plan for your financial life one step at a time. I offer tax preparation, tax planning and financial planning services.
As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me.
I work completely virtual, and can work with anyone in the United States.
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Explore the website or book a 15 minute introductory call to see if I am the best fit for your financial needs.
About Me
Hi! I am Desiree Kaul.
Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my career. I thoroughly enjoy assisting others with achieving their financial goals.
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I have two years of tax preparation experience, participate in the Annual Filing Season Program and have over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. I pride myself on being a lifetime learner and hold specialty financial designations in military finance, tax and special needs planning.
