Gateway Financial Partners

lindsay-kaminski-financial-advisor

Lindsay Kaminski, CFP®, CPFA®

Financial Advisor

Invest in Your Future with Personalized Financial Guidance

Tailored financial guidance for young professionals and business owners.

Invest in Your Vision Goals Legacy

Empowering Your Financial Journey

At Gateway Financial Partners, we focus on helping you build a wealth plan that aligns with your priorities and adapts to life’s changes. Lindsay Kaminski, an experienced financial advisor, is dedicated to providing guidance that’s rooted in empathy and understanding. Inspired by her own financial challenges and those of her family, Lindsay aims to make reviewing your finances straightforward and meaningful.

Lindsay takes the time to listen and learn about your goals, creating a financial plan that fits your needs. Whether you’re starting your career, growing your business, or preparing for retirement, she’s here to help. Her approach is about more than just numbers; it’s about understanding your aspirations and working with you to pursue them.

At Gateway Financial Partners, we’re committed to staying current with ongoing education and professional development, so you can trust the advice you receive. Our goal is to help you take control of your finances with confidence, knowing you have a reliable partner by your side.

Let’s work together to navigate today’s financial challenges and plan for a better future. We’re here to support you every step of the way.

Our Services

Our Process

We understand that every client is unique and has specific needs and preferences. That’s why our onboarding process is tailored to each individual. We prioritize getting to know our clients and building a strong relationship. Our goal is to ensure that every new client feels comfortable and well taken care of. Throughout the entire process, we aim to be a valuable resource for our clients. Although our process varies depending on the client’s unique situation, we follow a general framework. Here is what you can expect from our onboarding process.

Step 1: Initial Consultation

During our initial consultation, we’ll discuss your financial goals, current situation, and any concerns you may have. This helps us understand your unique needs and how we can best assist you. We aim to make this meeting comfortable and informative, setting the stage for a successful partnership.

We’ll take the time to learn about your financial history, your current assets and liabilities, and your short- and long-term goals. This meeting is an opportunity for you to ask questions and get to know us as well. By the end of our initial consultation, we aim to have a comprehensive understanding of your financial situation and a clear idea of how we can help you pursue your objectives.

Step 2: Customized Financial Plan

Based on our discussions, we’ll develop a personalized financial plan tailored to your goals and priorities. This plan will serve as a roadmap for your financial journey, providing clear steps and strategies to help you work toward your objectives. We aim to ensure that every aspect of your plan reflects your unique circumstances and aspirations.

Your customized plan will include specific recommendations for savings, investments, insurance, and other financial strategies. We’ll outline the steps needed to implement the plan and explain the rationale behind each recommendation. Our goal is to create a plan that is not only effective but also easy to understand and follow. We encourage you to be actively involved in this process, providing feedback and asking questions to help ensure the plan aligns with your vision for the future.

Step 3: Ongoing Support and Adjustments

Life is dynamic, and so are your financial needs. We’ll provide ongoing support and make necessary adjustments to your plan, ensuring it remains aligned with your evolving goals. Regular reviews and updates help keep you on track and address any changes in your financial situation or life events.

We will schedule regular check-ins to review your progress and make any needed adjustments to your plan. These meetings are crucial for adapting to changes in your life, such as career shifts, family changes, or unexpected financial events. Our commitment to ongoing support means you always have a valued advisor to turn to for guidance and assistance. We’ll also keep you informed about any changes in the financial landscape that could impact your plan, ensuring you stay proactive and prepared.

Get to Know Us

lindsay-kaminski-financial-advisor

Lindsay Kaminski, CFP®, CPFA®

Financial Advisor

Lindsay Kaminski: Dedicated to Your Financial Well-being

Lindsay Kaminski brings over a decade of experience in the financial services industry, offering personalized guidance to a diverse range of clients. Lindsay’s holistic approach to financial planning considers not just the numbers, but also the aspirations and dreams that drive each individual’s financial journey. She understands that financial planning is deeply personal and strives to provide advice that aligns with each client’s unique vision for their future.

Throughout her career, Lindsay has worked with young professionals, seasoned business owners, and individuals at various life stages, helping them navigate their financial challenges and opportunities. She believes in the power of tailored financial strategies that reflect the distinct needs and goals of each client. Lindsay’s commitment to ongoing education and professional development aims to ensure that her guidance is always informed by the latest industry knowledge and best practices.

Lindsay’s dedication to her clients extends beyond traditional financial planning. She values open communication and fosters a collaborative relationship with her clients, empowering them to take control of their financial future. Her clients appreciate her approachable demeanor, attention to detail, and the genuine care she brings to her work.

When Lindsay isn’t working with clients, she is actively involved in her community, volunteering her time and expertise to various charitable organizations and educational initiatives. She is passionate about promoting financial literacy and believes that everyone deserves the tools and knowledge to pursue financial well-being.

Lindsay Kaminski is here to help you navigate your financial journey with confidence and clarity. With her experience and commitment, you can feel assured that your financial goals are within reach.

Do Our Values Align?

What Our Partnership Looks Like

At Gateway Financial Partners, we work best with individuals who are proactive about their financial future. Our ideal clients include young professionals, business owners, and anyone dedicated to taking an active role in managing their finances. We believe in the power of personalized, empathetic advice and are committed to helping our clients pursue their financial goals through a collaborative and informed approach.

Our clients value open communication and are willing to engage in a meaningful dialogue about their financial aspirations and concerns. They understand that financial planning is a journey, not a one-time event, and appreciate the ongoing support and adjustments needed to stay on track.

We aim to build long-term relationships with our clients, grounded in trust and mutual respect. If you are looking for a financial advisor who listens, understands your unique needs, and works with you to create a customized financial plan, we might be the right fit for you. Together, we can navigate the complexities of financial planning and work towards a stable and prosperous future.

If these values resonate with you, we invite you to reach out and start a conversation. Let’s explore how we can partner together to pursue your financial goals.

Insights & Market Commentary

FAQ's

A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.

Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.

When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.

Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.

As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.


*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Frequently Asked Questions

We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.

Invest in Your Future Today

Take the First Step Toward Financial Confidence

Ready to take control of your financial future? Schedule a consultation with Lindsay Kaminski today. Let’s create a financial plan tailored to your unique goals.

Working with Lindsay means receiving personalized guidance that considers your entire financial situation. Whether you’re planning for retirement, saving for your child’s education, or looking to address your investments, Lindsay is here to help.

Don’t wait to start building the financial future you envision. Contact us now and take the first step toward pursuing your financial goals.

Our Location

Gateway Financial Partners
100 W Lawrence St. Unit 304
Appleton, WI 54911
920-570-6036
lindsay.kaminski@mygfpartner.com

Scroll to Top

Contact Lindsay