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:
- Secure your client spot
- Upload information to your private Dropbox folder and…
- Schedule your first call
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