facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Money Milestones™ Framework

Life events are the key drivers of change in your family’s financial strategy.  Kimberly Clouse developed the Money Milestones framework over 20 years ago, using it to support and structure client discussions across multiple generations of Via’s client families. 

Kimberly also employs Money Milestones™ as a rubric in her teaching, writing and other financial education initiatives.