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Accounting Firm

Foster Klima & Company

Financial planning practice advising individuals on spendable wealth, life insurance and personal balance sheets

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About Foster Klima & Company

Foster Klima & Company is a financial advice practice that works with individuals who want more control over their money. Its stated aim is to help clients build wealth they can actually spend, starting with listening to each person's situation before giving advice.

What Foster Klima & Company does

Personal financial advice: guidance shaped around a client's own circumstances and goals.
The Living Balance Sheet: a planning tool that sets out a client's full financial picture in one place.
Term life insurance: quotes for term life cover.
Self-assessment tools: a quiz on financial and emotional confidence, and a cash-saving exercise called the Cash Stash Dash.

Who it works with

The firm addresses caring, responsible individuals planning their own and their families' financial future.

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Accounting firm › Minneapolis#8

As of 2026-10-28. Organic ranks only; sponsored placements are never ranks.

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