Our Process
How We Work Together
- Discovery & Strategy
Initial meeting where we gather information on current financial situation, goals, values, and expectations. After this meeting you will have homework.
- Personalized Plan Development
Second meeting where we review the “rough draft” plan and find any mistakes or errors such as a change in goals, a new account, etc.
- Revisions & Refinement
Third meeting where the plan is updated for the first time. We look at strategy and have open communication on how you feel about the plan and if it aligns with your goals and make any changes needed
- Final Delivery
This is the fourth meeting when we review your “finished” plan and your plan is updated to your portal and you can view it at any time.
- Plan Reviews and Updates at least once per year
Since a plan is never “finished” due to personal changes or external factors, KM Financial strives to schedule annual meetings at least once per year to make any updates necessary
Our planning process is collaborative and flexible, allowing recommendations and conversations to evolve alongside your life and goals. These meetings happen as quick or as slow depending on the time necessary to complete meeting follow up tasks