The KFAC physical office is closed until further notice. Click here for more information.
This is designed to only deal with specific issues selected by the client and KFAC after our initial meeting. The Special Financial Planning Project includes an initial complementary one-hour fact-finding meeting, a final one-hour meeting to review the financial plan, with email/phone support until plan is reviewed and accepted by the client.
Frequent Special Project Topics:
Fee: Minimum of $1000, based on KFAC’s standard billing rates, which are discussed in our Form ADV Part 2A and Part 2B.