Getting Started

Wondering how to begin the process?

Making sense of what to do, where to begin, and how working with a Certified Financial Planner® provides benefits for you is key to your financial planning success.

Planning engagements tend to vary with each client's specific needs, but some elements are common to all. Generally, most engagements encompass either financial planning, investment management, or a combination of both.

Taking the first step is easy, simply contact me to set up a free, no-obligation introductory meeting. During this meeting we will:

  • Discuss your unique needs
  • Define the scope of your engagement
  • Review all associated fees
  • Set timelines
  • Answer all of your questions

Learn more about the financial planning process, HERE, and investment management, HERE.

winding road

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA /SIPC and an SEC Registered Investment Advisor.

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