KFM DiscoverySM represents an industry-leading approach to financial advice. Collecting critical information, analyzing the information, evaluating market conditions that can affect that information and developing customized recommendations for moving forward – that’s what KFM Discovery is all about. The resulting KFM Discovery ReportSM provides a snapshot of where you are, where you want to go and how to get there.
Our first consultation is free and designed to provide you with details about the KFM team and the solutions we offer. Go ahead, ask us the hard questions. We want you to have all the information you need to partner with us with confidence. At the end of the meeting we will provide you with fee information associated with the next phase of Discovery.
Once engaged, we meet with you to get a clear picture of your:
Based on the information gathered during the fact-finding interview, a Certified Financial Planner will conduct a detailed analysis, exploring potential options and outcomes.
Once the analysis is complete, we prepare a comprehensive report that outlines recommendations related (but not limited) to:
The KFM Discovery Report offers a benchmark for financial and investment planning strategies. We meet again to discuss the report, review the recommendations and discuss follow-on steps for achieving success.