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Through financial planning, we learn about your current situation, help you establish goals, and then develop a plan to make those goals a reality. A well-designed plan involves using your current resources efficiently as well as determining future actions required to achieve your objectives.
Financial planning covers a much broader spectrum of money-related topics than just investments, such as planning for a comfortable and secure retirement, educating your children, making sure your family is provided for in the event of a breadwinner's death, and giving to the government less of what you make and accumulate.
A comprehensive financial plan begins with a fact-finding meeting. Here, we learn all about your current financial situation and help you define your vision for your future.
Next, we develop a plan for using your current assets and future income to help you achieve your dreams. Our planning focuses on helping you protect what you have as well as accumulate wealth. We believe our advice is objective since KFAC does not sell insurance or other financial products for a commission, but refers this business to third parties.
Finally, we encourage our clients to meet with us semi-annually to review their investments and financial situations.
As part of our wealth management service, Comprehensive Financial Planning is generally complimentary for all full-time clients who meet our current minimum investment requirements. However, at the discretion of the firm, we may offer such services to others for a fee. In addition to comprehensive financial planning, the following financial planning services are available: