Special Financial Planning Project

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:

  • Investment planning and portfolio analysis
  • Planning for retirement
  • Long-term cash flow projections
  • Education of family members about financial matters
  • Financial management plans following death or divorce
  • Wealth transfer, estate & tax planning in coordination with other advisors
  • Education-funding strategies
  • Long-term care
  • Insurance planning

Fee: Minimum of $1000, based on KFAC’s standard billing rates, which are discussed in our Form ADV Part 2A and Part 2B.