Becoming Financially Literate and Planning For Your Future

Taking control of your finances doesn't have to be complicated or difficult. But if you want to be financially secure, it's necessary. That's true no matter who you are or what the state of your finances may be. It's especially true when you're navigating a challenging lifecycle event, like divorce or the death of a spouse.

Cris Kalivas has been guiding her clients at every stage of life to make better financial decisions for decades. With her down-to-earth attitude and step-by-step approach, Cris makes personal finance understandable and manageable.

If you've ever wanted to get a handle on your personal finances, this is the podcast episode for you.

About Cris

“Cris” Kalivas has been in the financial industry since 1987.  She started out in the municipal bond business, underwriting new bond issues and participating in investment banking. Cris was the Head National Underwriter bidding on national syndicates underwriting hundreds of millions of dollars of debt for municipalities across the country. 

While working as an underwriter Cris noticed a large population of friends, family, neighbors and acquaintances who appeared lost at the slightest mention of financial terms.  That gave birth to her desire to bring financial literacy to everyone. Cris quickly changed careers and achieved her CFP® designation to begin serving others through financial planning. 

Cris holds a BA in Public Administration from Drake University and in addition to the professional designation of a CERTIFIED FINANCIAL PLANNER  (CFP®) she also has a CDFA® (CERTIFIED DIVORCE FINANCIAL ANALYST) designation.  

Cris is married to her high school sweetheart, Nick. They have four awesome kids, and she considers them to be her greatest accomplishment.

Where to Connect with Cris

You can find Cris on LinkedIn at Christine (Smith) Kalivas, on Facebook at Fortune Financial Group - Illinois, on her YouTube channel at Fortune Financial Group and you can read her blog at Women Who Build Wealth Know.  You can also email Cris directly at [email protected] or Schedule a Free Consultation.

Disclaimer

Any Fortune Financial Group (FFG) podcast, webinar or similar presentation posted on our website or elsewhere has been offered by FFG solely for information purposes and is not intended to function as a “research report.” In particular, this means that none of our podcasts, webinars or similar presentations are intended, nor do they contain sufficient information, to make a recommendation as to the advisability of investment in, or the value of, any security.  

Additionally, any such podcast, webinar or similar presentation does not constitute or form part of, and should not be construed as, an offer to sell, or a solici

Karen Covy is a Divorce Coach and Consultant, Lawyer, Author, and Speaker who is dedicated to helping people make the best decisions possible for themselves, their families, and their future - especially in stressful times. You can check out Karen's videos on YouTube.

You can connect with Karen on LinkedIn, Facebook, Instagram, Twitter, and on her own website at karencovy.com.