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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.