An initial KFM DiscoverySM meeting provides you with an opportunity to meet our team understand our practice and explore the range of services we provide. It also provides an opportunity for you to share your financial goals and current investment objectives. This process of exploration helps each of us evaluate the benefits of a partnership and determine the benefits of moving forward. There is no charge to you for this initial meeting.
Our process starts with a one-on-one dialogue about your unique financial goals and objectives. Your dedicated CFP® professional will create a financial framework that will serve as the foundation for a sound plan and deliver your KFM Discovery Report, a set of recommendations customized to address your specific needs. Whether you have one-time need related to a financial or life event, or need comprehensive advice and on-going follow up, we have a prudent process that offers objective answers.
If your needs include investments, we offer a suite of KFM GuardrailSMinvestment management strategies that can be customized to meet one specific objective or a robust combination of objectives. We carefully analyze the results of the KFM Discovery process, assess the risks associated with various options and determine which plan offers the best fit for you. Regardless of complexity, our advisors provide trusted counsel and an excellent service to ensure each plan aligns seamlessly with the client’s expectations.
Every person and every situation is different. We believe their financial plans should be different, too. For every client we serve, we make a commitment to:
Once the plan has been set into motion, we are available by phone or e-mail, at any time, to answer questions or review progress. We believe that ongoing financial planning, goal tracking and advisory services are critical in achieving long-term success.
We schedule a minimum of one meeting per year with you to discuss changes in your life or your financial position and review plan progress accordingly. This meeting, along with our dedicated support throughout the year, helps to keep the plan top of mind and aligned with your long-term financial goals.