Adaptive Financial Design

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Introduction

Hello, I am an independent, fee-only, CERTIFIED FINANCIAL PLANNER™ with 17 years of experience. I am passionate about comprehensive financial planning and helping anyone achieve their financial goals. My focus is building your financial strength through education. Let me partner with you to fulfill your financial objectives. Investment advisory services are offered through Adaptive Financial Design, LLC; a Minnesota registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services. The contents of this communication and any accompanying documents are confidential and for the sole use of the recipient.

Overview

Hired 6 times

Serves Minneapolis, MN

Background checked

License verified

1 employee

1 year in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Check and Credit card.

Featured Projects

2 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

6 reviews

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Read reviews that mention:

Bhavna L.

May 12, 2024

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Hired on Thumbtack

Kari is a very personable and trustworthy financial advisor. I’m always wary of those that work in the financial services industry always having an angle to “sell” you on something but with Kari I truly feel she wants to support my life goals and financial success in a way that adapts to my needs and lifestyle. I can’t highly recommend working with Kari enough!

Personal Financial Planning

Dipali D.

Feb 4, 2024

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Hired on Thumbtack

Kari came across as caring and thoughtful, so I decided to work with her. She is intelligent and is in the process of helping me figure out my finances. I trust her and believe she has the capability and knowledge to help me make sound financial decisions. I'd highly recommend Kari!

Personal Financial Planning

Mary L.

Jan 25, 2024

I want to start by saying thank you…Kari is my financial planner… I got myself in a jam and needed guidance and help getting back on track. She came prepared and had innovative ideas, gave me options to choose from and has me on the path to succeed. Kari was also kind and compassionate understanding that we don’t all start in the same place in life. She understood my needs based on my age (Over 60), had to address things at a more sped up pace to get me to retirement… You will not find a better person to help guide you to your future…. Best of luck to you all Mary

MJ B.

Dec 3, 2023

Discovering Kari, a fiduciary financial planner, was a game-changer! Before finding her, I was overwhelmed and tired of dealing with my financial chaos. From our first virtual meeting, she listened, understood, and provided tailored solutions to my needs. I felt the genuine passion that she wanted to help me. Her guidance and services have transformed my life. Now, I’m at peace and confident about my financial journey. She created a plan that aligns with my lifestyle and values. Now, I can breathe easier because of her help and services. I no longer feel the weight and the burden of trying to figure out a financial plan with SMART goals. If you are ready to offload this stressor, contact someone who cares, contact Kari!

Scott T.

Sep 26, 2023

Very rarely do you find an advisor who has a fraction of this level of professional knowledge as an actual CFP combined with their, real-life, hands on experience. A financial planner who is absolutely focused on giving you tailored and timely attention to meet your goals, look no further. With other advisors I felt like greater attention and responsiveness was given to their top-tier clients ahead of me. In the case with Adaptive Financial Design feel like I honestly matter regardless of how much or how little I may be investing. I know my goals are their primary focus. Kari personally assessed and mapped out a practical, professional roadmap to help me realistically achieve my financial goals. It's refreshing to feel like I really matter to my financial planner. The proof of this level of service comes from the personalized care in every conversation and communication I've received. If you are looking for a fresh, heartfelt financial planner who will treat you like family and give you 100% of their professionalism, I highly recommend Adaptive Financial Design.

Credentials

License

License Type: Investment Adviser Representative (MN)

License verified on 9/27/2023

Background Check

Kari Polasek

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I am a fee-only advisor. I offer subscription services, one-time financial planning project work as well as investment management services.
What is your typical process for working with a new customer?
The first step is to schedule a no-fee 15-minute introductory call to ensure that we are a good fit. After this, we can roll up our sleeves and get to work!
What education and/or training do you have that relates to your work?
I have a bachelor's degree in finance, 16 years of industry experience, and am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional,

Adaptive Financial Design

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