Financial Planning
Kimberly Henry, Financial Consultant
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Kimberly Henry is a Certified Financial Planner (CFP®) working as an independent Financial Consultant, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
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Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
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Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
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Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
Kimberly K. Henry, CFP®, ChFC®, CLU®, RICP®
Founder
Kimberly K. Henry, CFP®, ChFC®, CLU®, RICP® is an accomplished independent financial advisor driven by a passion for empowering individuals and businesses to achieve lasting financial security. She specializes in comprehensive financial planning, retirement income management, long-term care planning, employee and employer benefit design, small business planning, and divorce-related financial strategies.
Kimberly holds Series 7, 6, and 63 registrations, along with life, health, long-term care, and variable insurance licenses. She earned a Bachelor of Business Administration in Statistics and a Master of Urban Planning from the University of Tennessee.
In addition to her financial consulting practice, Kimberly serves as an Adjunct Lecturer in the Finance Department at the Haslam School of Business, where since 2023 she has taught Insurance and Financial Planning Management, an elective for finance majors.
Prior to entering financial services, Kimberly built a distinguished career in economic and commercial development and urban planning. She owned KH Consulting, providing project administration solutions, and held leadership roles with The Development Corporation of Knox County, SITE Incorporated, and the Knoxville–Knox County Metropolitan Planning Commission.
A dedicated community leader, Kimberly has been appointed to several influential boards, including Knoxville’s Community Development Corporation (current board member and past chair), the Knoxville Wrecker Commission (former board member and chair), the Knoxville–Knox County Metropolitan Planning Commission (former board member), and the Downtown Design Review Board (former chair).
Committed to lifelong learning and civic engagement, she is a member of the 2021 Leadership Knoxville class and the 2022 UT Chancellor’s Associates class, and a lifetime member of Nucleus Knoxville. She also served as Volunteer Coordinator for Extreme Makeover: Home Edition – Knoxville Build 2012. Her board and volunteer involvement includes Knoxville Opera, Marble City Opera, Every Woman Vote, Knox Heritage, Dogwood Arts Festival, Friends of Literacy, the East Tennessee Industrial Council, and the Tennessee Chapter of the American Planning Association.
Outside of her professional and civic work, Kimberly is an avid traveler who has explored Great Britain, North Africa, the Caribbean, Cuba, Mexico, Canada, and much of Europe.
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in September–November 2026
- There are no events scheduled during these dates.
Our Blog
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
Financial Literacy Videos
EPISODE 1:
The Intentional Leap: Planning for Your W-2 to Entrepreneur Transition
EPISODE 2:
The Exit Runway: Calculating Your Number, Your Capital, and Your Timeline
EPISODE 3:
Who Owns Your Concept: Protecting Your Idea Before You Give Notice
EPISODE 4:
The Benefits Bridge: Replacing Your Salary’s Safety Net
