Exploring Retirement Possibilities
Determine Your Financial Status Utilizing our “Keep it Simple” Financial Planning Services
Craft Your Game Plan
Our "Keep It Simple" Financial Planning solution is a project-based service designed for clients with low-moderate complexity who want to work with a professional financial planner to streamline, organize, and optimize their financial situation.
This service caters to clients who are exploring the possibilities of retirement but may be more than 5 years away.
Generally, you are one of two types of clients: you are are financially savvy and a good saver but seek a second opinion. Or, you may have less experience with investing and retirement planning and you want expert guidance in creating a simple, straightforward roadmap to follow .
Realize Your Potential with Our Core Offerings
Whether you're looking to validate your current financial strategies or seeking expert guidance to optimize your finances, the Keep It Simple Financial Plan offers a tailored, project-based solution which can extend to ongoing financial guidance to help you achieve your goals. With KISFP's professional financial planners by your side, you can take control of your financial future with confidence.
Our Keep It Simple Financial Plan Service offers:
Each service is a stepping stone to an empowered financial future—where success is not just a target, but an expectation.
Comprehensive
Financial Review
Our experienced financial planners will conduct a thorough assessment of your current financial situation, including your income, expenses, assets, liabilities, and goals.
Personalized
Financial Roadmap
Based on your unique circumstances and objectives, we will develop a clear, easy-to-follow plan to optimize your finances and help you answer questions like “when can I retire” or “what can I do to better optimize my finances?”
Our professional financial planners will offer valuable insights and a fresh perspective on your financial situation, ensuring that you're on the right track to achieve your goals.
Expert Guidance and Second Opinion
We will help you streamline your financial life by identifying areas for simplification and providing recommendations to better organize your finances.
Simplification
and Organization
Upon completion of the Keep It Simple Financial Plan, you will have the option to enroll in one of KISFP's "Simple+" ongoing service options, which provide continued access to a dedicated financial planner and powerful online financial planning tools for a modest fee.
Opportunity for Ongoing Support
Act Now for a Prosperous Tomorrow
Claim your space in the world where financial expertise meets your ambition. Schedule a consultation with us today and take the first stride toward a future rich with achievement.
Our minimum fee for this service is $4,000.