How it works
Everyone needs a financial plan. The key is to find the right plan and planner for you.
How It Works
Simple steps to secure your financial future with personalized planning
Initial Consultation
We start with a 30-minute phone call to learn about your financial situation, ask questions, and see if we are a good fit.
Plan Recommendation
At the end of the consultation, we will recommend the right plan for you and send you the next steps to get started.
Implementation
KSFP will guide you through securing your client spot, document upload, and scheduling your first planning meeting.
The number of meetings will depend on which plan you choose. We will update your plan annually and coach you as needed!
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