
Lindsay Kaminski, CFP®
Invest in Your Future with Personalized Financial Guidance
Tailored financial guidance for young professionals and business owners.
Want to get a clearer picture of where you stand financially? Use our planning tool to map out your assets, income, and goals in one place.
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.
Get to Know Us
Meet Lindsay
Lindsay Kaminski brings over a decade of experience in the financial services industry, helping individuals, families, and professionals across the country gain clarity and confidence in their financial lives. She holds a bachelor’s degree in Finance with a focus in Financial Planning and Wealth Management and has built her practice around creating tailored strategies for clients navigating a wide range of financial goals and complexities.
Lindsay takes a thoughtful, relationship-based approach to financial planning that goes beyond investments and balances to focus on what truly matters to each client. Whether she is guiding business owners, executives, or families planning for the future, she combines technical expertise with a genuine understanding of how life and finances intersect. Her clients appreciate her ability to simplify complex planning concepts and turn them into clear, actionable steps that help them move forward with confidence.
With extensive experience supporting clients through major financial milestones such as career transitions, business growth, family changes, and long-term wealth planning, Lindsay’s process emphasizes education, transparency, and collaboration. Every plan she builds reflects her clients’ values and vision for the future, empowering them to make informed decisions that align with their goals.
Outside of work, Lindsay lives in Appleton, Wisconsin with her husband, their daughter, and their three dogs: Max, Luna, and Terra. Family life keeps her grounded and reminds her daily of the importance of balance and purpose, both in and out of financial planning. She is also passionate about giving back through community outreach and financial education initiatives designed to make personal finance more approachable for everyone.
No matter where you are in your financial journey or where you call home, Lindsay is committed to helping you build clarity, confidence, and lasting financial well-being.
Our Services
Savings and Budgeting
Social Security Strategies
Equity Compensation
Insurance and Health Plan Review
Preparing for College
Business Organization
Planning Packages
Planning Subscriptions
Tailored Financial Planning Packages
Essential
Ideal For: Individuals looking to organize their financials and plan for the future – ”Accumulator”- Initial consultation
- Budgeting and cash flow analysis
- Goal setting
- Debt Management
- Basic Investment Recommendations
Mid-Life Checkup
Ideal For: Individuals or Families looking to set and monitor financial goals – “Pre-Retirees”- Comprehensive financial assessment
- Advanced goal planning
- Tailored investment strategy development
- Basic tax planning strategies
- Detailed retirement projections
- Risk management review
- Debt analysis
Subscription option: $250/month or waived with $230,000 in investable assets at 1.30%
Premier
Ideal For: Individuals, families, and/or business owners with complex financial need – “Distribution & Legacy”- Holistic financial analysis
- Detailed retirement planning
- Comprehensive investment strategy
- Estate and legacy planning
- Business Planning
- Customized financial scenarios
- Collaboration with Third Party Professionals
Subscription option: $450/month or waived with $435,000 in investable assets at 1.15%
Monthly Subscription for Ongoing Financial Planning
Basic Financial Planning
Ideal For: Those needing continuous access to basic financial guidance, budget reviews, and check-ins.- Quarterly check-ins
- Ongoing support via email/phone
- Budgeting updates
- Access to digital education resources
- Basic Investment Recommendations
Waived with at least $80,000 in investable assets at 1.5%
Intermediate Financial Planning
Ideal For: Individuals and families needing moderate ongoing financial planning and savings guidance.- Monthly check-ins
- Ongoing consultation access
- Advanced planning support
- Retirement planning adjustments
Waived with at least $230k in investable assets at 1.3%
Advanced Financial Planning
Ideal For: High-net-worth individuals or clients with complex financial situations such as business owners.- Bi-monthly meetings
- Priority access to consultations
- Advanced planning
Waived with at least $435k in investable assets at 1.15%
Investment Management Only Fee Schedule
Account Value | % AUM Fee |
|---|---|
$0 - $100,000 | 1% |
$100,001 – $250,000 | 0.90% |
$250,001 – $500,000 | 0.80% |
$500,001 – $1,000,000 | 0.70% |
$1,000,001 – $2,000,000 | 0.65% |
Over $2,000,000 | Negotiable |
Wealth Management Fee Schedule
Account Value | % AUM Fee |
|---|---|
$0-$100,000 | 1.50% |
$100,001 - $250,000 | 1.30% |
$250,001 - $500,000 | 1% |
$500,001 - $1,000,000 | 0.95% |
$1.000,001 – $2,000,000 | 0.85% |
Over $2,000,000 | Negotiable |
*Includes Investment Management plus Financial Planning*
Create A Savings Plan
Creating a savings plan doesn’t have to be overwhelming. Download this free resource that provides a straightforward, step-by-step approach to help you get started. Inside, you’ll find practical ideas for budgeting, setting financial goals, and preparing for both expected and unexpected expenses. Download the guide to explore how a savings plan might support your financial journey.
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
Podcast
The Hometown Wealth Podcast
Our podcast is all about making finance feel approachable and relevant. Each episode breaks down financial topics into simple, bite-sized discussions, giving you practical insights to guide your financial decisions.
Alongside our financial tips, we feature conversations with local business owners, residents, and experts who share unique perspectives on finance-related issues. From everyday budgeting to retirement planning, our goal is to empower you with tools and knowledge to build a brighter financial future—one episode at a time.

FAQ's
What is an independent financial advisor and what do they do?
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.
Why should I hire a financial advisor?
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.
How can I determine whether my advisor is a qualified professional?
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.
What services do financial advisors typically offer?
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.
What is your approach to helping clients navigate market volatility?
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
