K4 One-Time Fee For Service Planning
What's In the Plan?
Meeting 1: Introductory Call
Our process begins with an introductory call, where we get to know you and your financial aspirations.
Meeting 2: Planning the Plan
Plan Presentation and Discussion
Next, we have an intake meeting to confirm numbers and discuss your goals and concerns in detail. This step is crucial in understanding your financial landscape and crafting a plan that works best for you.
Once we have all the necessary information, we’ll present your customized plan, results, and recommendations. We’ll discuss every aspect of the plan with you, answering any questions you may have and making modifications based on your preferences.
Meeting 3: Modify Plan:
Complete Written Plan + Analysis
We’ll discuss every aspect of the plan with you, answering any questions you may have and making modifications based on your preferences.
After finalizing the plan together, we’ll complete a written plan and analysis, ensuring you have a clear roadmap to financial success..
