Let's Work Together.

 
 

Kimberly Zimmerman Rand, MSW AFC® CHC® FFC®

Kimberly Zimmerman Rand is passionate about people living their best lives through household finance. As Principal at Dragonfly Financial Solutions LLC, a firm providing personal finance consulting, education and coaching, she is an eternal questioner, strategic thinker and effective problem solver. Kimberly brings results-oriented design to nonprofits, government agencies and employers looking to strengthen the financial capability of their communities.

Kimberly has been providing training to consumers and nonprofit professionals for over 20 years on both live and web-based platforms.  Her subject matter includes but is not limited to:  values and goals around money, household cash management, maximizing income, building an emergency savings account, choosing the best bank, paying off debt, building credit, insurance and asset protection, saving for retirement, wills and estate planning, and purchasing a home.  Kimberly’s specialty is bringing clarity to complex personal finance topics while working with low-to-moderate income consumers, entry-level workers and foreign-born employees.

Kimberly’s leadership experience includes serving on the Social Work Grand Challenges Practice Work Group on Financial Capability and Asset Building for the American Academy of Social Work and Social Welfare; the Certification Advisory Council of the Association of Financial Counseling, Planning and Education; the Advisory Board of the Midas Collaborative, and formal and informal mentoring to rising financial capability professionals.

Kimberly is an Accredited Financial Counselor®, Certified Housing Counselor®and Financial Fitness Coach®.  She is also a Credit as an Asset Master Trainer.  Kimberly holds a Master of Social Work in Social and Economic Development and Nonprofit Management from Washington University in St. Louis and a Bachelor of Arts in Psychology from Colby College. 

Contact Kimberly to schedule a consultation.