How it works

Everyone needs a financial plan. The key is to find the right plan and planner for you.

First we start with a 30-minute phone call to learn about your financial situation, ask questions, and to see if we are a good fit.

At the end of the consultation, we will recommend the right plan for you.

KSFP will then send you the Next Steps to:

  1. Secure your client spot
  2. Upload information to your private Dropbox folder and…
  3. Schedule your first call

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