Our Financial Packages

A Fee For Service Plan From K4

One-Time Fee For Service

A Customized, Comprehensive, Packaged Plan
  • Introductory Call
  • Intake Meeting to Confirm Numbers and Discuss Goals and Concerns
  • Plan Presentation, Results, Recommendation and Discussion
  • Answer Questions, Modify Plan Based on Your Preferences and Finalize Plan
  • Complete Written Plan and Analysis
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One Year Fee For Service

A Customized Plan and Side-By-Side Aid in Implementation For 1 Year
  • EVERYTHING that Fee For Service Includes AND
  • Quarterly Meetings
  • Monthly Messages
  • Quarterly Market Review
  • Admin Support
  • "Next Steps" Support
  • On-Call Planning
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Investment Management

Ongoing Planning and Advice
  • EVERYTHING that Fee For Service Includes AND
  • Quarterly Meetings
  • Monthly Messages
  • Quarterly Market Review
  • Admin Support
  • "Next Steps" Support
  • On-Call Planning
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