Dragonfly Financial Solutions LLC believes that everyone should have access to high quality financial counseling, education, and coaching so that they can live their best financial lives.
“The interactive format of this training was most helpful for me. The polls, breakout rooms, etc. made the training engaging. Also, 90 minutes left me wanting more at the end of each session rather than thinking - when will this be over!!”
Happy Clients
We have called on Kimberly for a number of consultations related to developing and designing financial capability programs. She is well informed on national research and recent program innovations, and draws from a broad network of colleagues across the country. On bigger projects she is a warm and attentive team member. I recommend her frequently to our partners who want thoughtful jobs delivered efficiently.
— Margaret Miley, Founding Executive Director, The Midas Collaborative (2002-2016)
Kimberly brings extensive knowledge and experience combined with an engaging and friendly-yet-professional manner to group meetings and to 1:1 interactions with participants. She creates a welcoming, non-judgmental atmosphere where participants feel safe sharing their financial stories and encouraging each other to meet their savings goals. I highly recommend her services!
— Sheila Cuddy, Executive Director, Quaboag Valley CDC
Kimberly is very knowledgeable and engaging. She provides wonderful additional readings and resources to use going forward.
— Financial Skills Professional Development training participant
I learned so much from Kimberly, and her training set me (and my colleagues) up for success. I don't know if I could have done it without her, yet thankfully I didn't have to find out! Her wealth (no pun intended) of knowledge and teaching style made it easier to understand and retain the information. I have been a Financial Coach for many years, yet there was content that I learned throughout this process by which I had little to no experience in. Now I feel like I can expand my assistance to clients in new and exciting ways, and hopefully guide them to more long-term and long-lasting goal attainment. Kimberl'y’s time, energy, and enthusiasm meant so much to me and I am so grateful!
— Karen Gurry, Career/Financial Coach, Greater Quincy Financial REACH Center, Quincy Community Action Programs
Kimberly's skilled coaching transformed my team's processes for greater impact.
— Laura Lucas, Financial Coach at CONNECT, the Neighborhood Developers
Ms. Rand is a wonderful instructor. She takes time to answer questions and have group discussions. This was the first class I actually enjoyed.
— Financial Skills Professional Development training participant
Kimberly was fantastic - incredibly engaged, energetic, passionate and gave each question her full attention and consideration.
— Homebuying 101 Student
I am so appreciative of the supportive coaching that Kimberly has provided. I am clearly in a different place in my thinking and in our finances, and I attribute much of our progress to the work we did together. Kimberly asked great questions, listened actively, and offered wise reflections and direction at the appropriate moments. Her nonjudgmental approach, mixed with patience and lovely sense of humor, are a fabulous counterpoint to her crisp and efficient professionalism.
Thanks again for everything; Kimberly’s future clients don't yet know how lucky they will be.
— William, Coaching Client
I have gotten so much more information than expected. Each question was answered thoroughly and I appreciate this instructor's attentiveness! Kimberly was amazing!
— Stacey, Homebuying 101 student
Dragonfly Financial Solutions LLC not only trained our participants but also provided important guidance and curriculum modifications. Dragonfly added asset training modules and tailored the curriculum to meet our evolving needs. Kimberly also met regularly with our coordinator and was invaluable with suggestions on administering the program and always, always putting the needs of the students and the program first. We owe her a debt of gratitude.