Kimberly Zimmerman Rand

Dragonfly Financial Solutions LLC

67 Orchardhill Road, Boston, MA 02130 | (617) 383-9570 | kimberly@dragonflyfinancialsolutions.com
Works in: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont

Last updated:
Friday, Aug 08, 2025

~ Program Design and Development Consulting for Nonprofit/Government Organizations ~ Professional Development Training for Financial Capability Professionals ~ Financial Coaching for Individuals, Couples, and Small Groups ~ I am passionate about people living their best lives through household finance. As a consultant, trainer, and coach, I engage my talents to help people like you deepen your knowledge, develop your skills, and become more confident in your relationship with money. For over 25 years I have been providing training to consumers and professionals on both live and online platforms. My superpower is bringing clarity to complex personal finance topics and inspiring people (like you) to do great things.

Areas of Expertise:

Organizational evaluation

Organizational assessments, Organizational development

Deep expertise in these issue areas: Community Development, Economic Development, Poverty, Social Services / Human Services

Past Clients:

  • Organization: NeighborWorks America
    Name: Molly Barackman-Eder
    Description of services provided: Program Coach for Financial Capability Learning Lab Project
    Year services provided: 2
    Contact Info: (202) 524-8030 | MBarackman-Eder@nw.org
  • Organization: Financial Education Associates
    Name: Jacqueline Cooper
    Description of services provided: First-Time Home buyer Educator and Counselor
    Year services provided: 12
    Contact Info: (888) 839-0963 | info@money-classes.com
  • Organization: Quaboag Valley Community Development Corporation
    Name: Sheila Cuddy
    Description of services provided: Financial Fitness Club Coach/Educator/Advisor
    Year services provided: 4
    Contact Info: (413) 967-3001 | sheila@qvcdc.com


Training & Workshops:

  • Name: Financial Capability Topics Customized for Client Organization
    Duration: 3 hours - 3 days
    Fees Negotiable:
    Minimum Audience Size:
    Maximum Audience Size:
    Reference:

Please note that we do not endorse any consultant listed in this directory. We strongly advise you to check references before hiring a consultant.