Financial Planning
Our financial plans are designed to put you on the road towards achieving your financial goals, to keep you on track, and to get you there in the most reliable and cost-effective way.
Everyone looks at their world through a frame of their values. That’s why we created the Kondo 360° Planning Approach. Each plan that we create is unique because it takes into consideration the client’s history, community, culture, and values. Clients are very comfortable with their plan because it is uniquely theirs. Their plan becomes an active blueprint for achieving their future goals.
Many of our plans are focused on retirement. This is especially urgent for Baby Boomers because they are retiring earlier and living longer. This means they will have to fund more years of retirement than previous generations. Having a rigorously researched financial plan gives our clients the confidence that a successful retirement is achievable, and that they can have a quality of life that is emotionally rewarding. For those who are already retired, the financial plan gives them the peace-of-mind that they will not run out of money in retirement, and they can enjoy the use of their assets without worry.
01Clarify Vision & Future
Everyone’s idea of success and accomplishment is unique — just like their vision of the future. That’s why we start with getting to know our clients well and clarifying their goals and ambitions.
Our role is to provide more than advice on wealth accumulation; it’s to help our clients live a life that has the rewards that come from living it well.
Our 360° process starts with setting a clear vision of what success means to you so we can build a plan that’s all around you and a better tomorrow.
