We’re excited to introduce you to the always interesting and insightful Kristin Printon. We hope you’ll enjoy our conversation with Kristin below.
Kristin, so good to have you with us today. We’ve always been impressed with folks who have a very clear sense of purpose and so maybe we can jump right in and talk about how you found your purpose?
I don’t think purpose is something you find, because that implies there’s a chance you never find it. Instead, I believe it’s something you build, often slowly, through your choices, experiences, and even your detours.
For me, it wasn’t one defining moment. It was a series of steps that, at the time, didn’t always make sense – working multiple jobs to put myself through college, growing up in a trailer park where financial stress was just part of life, and eventually realizing how many people, regardless of income, carried that same anxiety around money.
Those experiences shaped my perspective long before I ever became a financial planner. Over time, I began to see that my purpose wasn’t just about helping people grow wealth; it was about helping them create intentional wealth. To feel confident and aligned with their choices, to design a life that reflects their values, and to replace stress with clarity.
My purpose has evolved as I have, through building Moxie, mentoring women, serving families, and raising my own kids. It’s an ongoing process. Purpose, to me, isn’t a destination you arrive at; it’s something you keep constructing as you grow, guided by what matters most to you.
Great, so let’s take a few minutes and cover your story. What should folks know about you and what you do?
My background is unique because I didn’t come from money, and I’ve seen firsthand how stressful life can be when finances are a constant worry. Growing up, I learned early how powerful money can be, not as a status symbol, but as a source of security and choice. As a teenager, I took courses in entrepreneurship and financial planning and realized that while money impacts every part of our lives, few people ever receive any real financial education.
I discovered I had a natural talent for numbers, cash flow, and organization, but more importantly, I wanted to use those skills to make a meaningful difference. That combination set me on the path to becoming a financial planner and ultimately led me to build a career around helping others find clarity and confidence with their money.
Of course, the path wasn’t easy. Anytime you’re building something from scratch, there are struggles, both external and internal. My first year was fueled by motivation, rose-colored glasses, and a bit of naïveté. But after that, reality hit. I faced rejection after rejection, and the mentor I had at the time was going through personal challenges, leaving me largely on my own. Still, failure was never an option. Deep down, I knew this was the work I was meant to do. So, I got a second job to cover my bills while I kept building my practice from the ground up.
And eventually, the momentum came. When you do enough of the right things, people start to notice. As my clients grew, so did referrals, and a few years later I met my now-business partner. Together, we’ve built a team that shares the same passion for financial planning without judgment — a belief that has always been at the core of my work.
Today, I describe myself as a financial advocate, not a financial critic. I’m a firm believer in empowering clients to make informed decisions with confidence and clarity. I know that success looks different for everyone, and my role is to help you define and pursue your own version of it. I have a knack for balancing competing life goals and helping people develop tailored plans that reflect what matters most to them.
Most of my clients are high-achieving, busy women, often working moms who love their families and careers but feel pulled in every direction. They’re in a season of redefining what they want their lives to look like and are shifting their focus toward living more intentionally. That’s something I strive for as well. Showing women how to use money to best serve them — instead of the other way around — is incredibly rewarding. I’m living proof that you don’t have to come from money to learn how to be great with it.
If you had to pick three qualities that are most important to develop, which three would you say matter most?
Looking back, the three most impactful traits in my journey have been resilience, curiosity, and empathy.
Resilience has carried me through every stage of building my business. When you come from modest beginnings, you learn early that quitting isn’t an option, you simply find another way. I faced plenty of rejection in my early years, but staying consistent and grounded in my purpose made all the difference.
Curiosity has been a quiet superpower. I’ve always loved learning and am an avid reader. Whether it’s about people, money, behavior, or how those all intersect. That curiosity helps me connect the dots and continuously evolve, both personally and professionally. It’s also what keeps this career so rewarding; there’s always something new to uncover!
And empathy is at the heart of what I do. Money is deeply emotional, and financial planning isn’t just about numbers; it’s about listening, understanding, and creating space for people to be honest about their fears and dreams. My empathy comes from experience, because I know what it feels like to stress about money, so I wanted to remove the negative stigmas around money and working with a planner.
As for advice for those who are earlier in their careers, start by giving yourself permission to actually be a beginner, because growth takes time, and competence comes from showing up consistently. So many people quit too early because they expect success to happen faster than it realistically can. The truth is, any “successful” person was once a beginner who kept going. It’s uncomfortable to feel like you don’t know everything, but that discomfort is where the growth happens. When I first started out, I had more determination than experience. I made mistakes, heard a lot of “no’s,” and questioned whether I was cut out for this work. But I also knew that the only way through was forward.
To build resilience, you have to keep moving even when the path feels uncertain, especially when it does. Rejection, setbacks, and detours aren’t proof that you’re failing; they’re proof that you’re trying. Don’t take rejection as a reflection of your worth; take it as redirection. Every “no” I heard in the early years taught me something about myself, about people, and about what I needed to do differently next time. Over time, those lessons stacked up, and what once felt like struggle became the foundation for confidence.
Okay, so before we go we always love to ask if you are looking for folks to partner or collaborate with?
I love collaboration, and I’m especially interested in connecting with female CPAs who share a similar client philosophy and approach to financial well-being. Collaboration between financial planners and CPAs can be incredibly powerful when we’re both focused on helping clients make intentional, informed decisions.
I’ve found that the best partnerships happen when everyone involved leads with empathy, communication, and mutual respect — and when we’re all genuinely invested in the client’s full picture, not just our individual pieces of it. I love working alongside professionals who believe, as I do, that money should be used as a tool to support the life someone wants to build, not as a source of stress or shame.
The best way to reach me is on LinkedIn or through my profile on Moxie Wealth Management’s website.
Contact Info:
- Website: https://moxiewealthmanagement.com/
- Linkedin: https://www.linkedin.com/in/kristinbrandliprinton/
Image Credits
Katie Kopan
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