Kara Stewart

Supporter
DISC Type : s

President / Principal at FOCUS Strategic Solutions

San Francisco Bay Area, United States

Overview

Kara Stewart is the President and Principal of FOCUS Strategic Solutions, specializing in tax, retirement, and estate planning. A Sonoma State University graduate, she leverages her expertise to help individuals and businesses achieve their financial goals. Colleagues have described her as creative and detail-oriented.

Born and raised in Sonoma County, Kara is deeply passionate about serving her community, a value that has guided her career path. This commitment to helping others is a core part of her identity. She is married to her high school sweetheart and has built her life in her hometown.

Karas career choice was directly inspired by a lifelong passion for helping people in her local community.

Personality Overview

Social Proof Driven

Calm

Procedural

They are unlikely to become strong champions as they don't prefer pushing other people.  Their motivation stems from the impact that their decisions can have on the organization.
 They usually go by the book, following all rules and procedures.

Topics They Care About

Holistic Financial Planning
Her focus spans tax, retirement, estate, college, charitable, and business planning, indicating a comprehensive approach to financial wellness for her clients.
Financial Education
Actively promotes financial literacy, encouraging her team and clients to read finance books as a foundation for growth, believing education precedes strategy.
Retirement Strategy
She makes retirement planning engaging, using concepts like a "Bingo Card" to motivate clients to build a multi-generational legacy rather than just a nest egg.

Media Appearances

On Air with George Adair – Kara Stewart of Focus Strategic Solutions. Featured in KSRO Radio

See Now

Work History

1-2010
President / Principal at FOCUS Strategic Solutions
10-2008 - 2-2010
Assistant Vice President - Financial Services at Vantreo Insurance Brokerage
11-1999 - 10-2008
Financial Service Manager at Vantreo Insurance Brokerage
1-1998 - 11-1999
Junior Partner at Mutual Securities

Education

Education details unavailable from Santa Rosa High
BS from Sonoma State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : San Francisco Bay Area, United States Job Level : N/A Designation : President / Principal at FOCUS Strategic Solutions
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Insights For Selling To Kara

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Pause and ask them if they have any questions

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Avoid saying anything that sounds like a risky proposition
  • Don’t don the salesperson avatar, be the friendly advisor instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kara is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Kara

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Kara move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Kara take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Kara

Personality Compatibility


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