Name:
Kim Martell
Title:
CPA, Financial Planner
Business Name:
Commonwealth Financial Group
Website URL:
www.commonwealthfinancialgroup.com/our-advisors/kim-martell
LinkedIn:
linkedin.com/in/kim-martell-cpa
Where are you based? How did you end up there?
Boston, MA
Tell us more about your company! What do you do and what pushed you to start?
Kim is a seasoned financial planner at Commonwealth Financial Group, dedicated to empowering women small business owners with personalized financial strategies. She is passionate about helping entrepreneurs achieve financial goals and navigate the complexities of business ownership.
Definition of Success:
Success is making a positive impact on clients’ lives and helping them achieve financial freedom. Kim knows she has reached success when her clients thrive with confidence and peace of mind.
Most Transformational Moment as an Entrepreneur:
Helping a struggling small business turn their finances around and achieve profitability. Seeing the tangible impact of her guidance solidified her passion for helping entrepreneurs.
Biggest Challenge in Business:
Overcoming self-doubt and imposter syndrome in the early stages of her career. Kim learned to trust in her expertise and value through perseverance and self-reflection.
Handling Hard Days/Struggles:
She relies on her support network, seeks guidance from mentors, and focuses on the positive impact she makes for her clients. Remembering her purpose helps her stay motivated and resilient.
Impact of Boston Business Women Inner Circle:
Kim anticipates that the community will provide invaluable networking, support, and access to resources to help her grow personally and professionally.
Most Proud Moment in Career:
Receiving heartfelt gratitude from a client whose financial future she helped secure—a reminder of the meaningful impact of her work.
About the Woman Behind the Business:
Kim is driven, empathetic, and deeply passionate about helping others succeed. She enjoys outdoor adventures, time with loved ones, and continuous learning. She values integrity, authenticity, and making a positive difference.
What Makes You Stand Out:
Her personalized approach to financial advising is tailored specifically to women small business owners. She builds strong client relationships, provides hands-on guidance, and empowers clients to take control of their financial futures.
Where to Keep Up With Kim:
LinkedIn