Our Process
The Client Experience
We have a clear process to understand your goals and develop appropriate recommendations.
- Introduction Meeting with KFG
- Review Current Financial Position
- Personal & Financial Objectives, Goals, & Concerns
- Level of Service – Engagement Options
- Gather & Review ALL Documents
- Discuss Investment Objectives
- Team Collaboration
- Create Customized Plan
- Determine Net Worth
- Determine Investment Objectives
- Determine Risk Profile
- Analyze Current Investment Portfolio
- Develop Asset Allocation Strategies
- Determine Mutual Commitment & Next Steps
- Open NEW Account(s)
- Transfer Existing Investment Assets
- Execute Agreed-Upon Investment Strategies
- Estate Planning Documents (Atty.)
- Tax Planning (CPA)
- Insurance & Liability Management (P&C, LTC, LIFE)
- Recap Financial Planning Objectives
- Review First Statement(s)
- Set-Up & Tour Online Account View
- Proactive Monitoring of Investment Portfolio
- Market Research
- Unlimited Office Correspondence
- Annual Progress Meeting
- Customized Marketing Material
- The Monthly Minute
- KFG Insight
The Client Experience
We have a clear process to understand your goals and develop appropriate recommendations.
- Introduction to KFG:
- Initial “Kick the Tires” Meeting
- Review Current Financial Position
- Personal & Financial Objectives, Goals, & Concerns
- Level of Service – Engagement Options
- Gather & Review ALL Documents
- Discuss Investment Objectives
- Team Collaboration
- Create Customized Plan
- Determine Net Worth
- Determine Investment Objectives
- Determine Risk Profile
- Analyze Current Investment Portfolio
- Develop Asset Allocation Strategies
- Determine Mutual Commitment & Next Steps
- Open NEW Account(s)
- Transfer Existing Investment Assets
- Execute Agreed-Upon Investment Strategies
- Estate Planning Documents (Atty.)
- Tax Planning (CPA)
- Insurance & Liability Management (P&C, LTC, LIFE)
- Recap Financial Planning Objectives
- Review First Statement(s)
- Set-Up & Tour Online Account View
- Proactive Monitoring of Investment Portfolio
- Market Research
- Unlimited Office Correspondence
- Annual Progress Meeting
- Customized Marketing MaterialThe
- Monthly Minute
- KFG Insight