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9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

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Kentucky Planning Partners

502-394-0400

 

Our offices are open to handle all your needs.  That said, due to the Corona virus, some of the advisors are still working remotely starting Monday March 23, 2020

Our first priority is helping our clients along with protecting our associates during these unprecedented times.  

We will be operating normal business hours, Monday-Friday 8:00 AM to 5:00 PM.

If you need to contact your Advisor who is working remotely please contact them directly at the below numbers.  You can also call our office as staff members are working in office Monday - Friday.

Angela Zachman - 502-727-3901

William "Bill" Ralston - 502-314-1100

Brad Barnett - 502-905-5458

David Bugg - 502-777-3222

Eric Poole - 502-802-5691

Jeannie Samdani - 502-638-4859

Michael McCulloch - 502-638-4861

Steve Franklin - 502-727-6210

Thomas Wright - 502-475-3237

Vicki Marchand - 502-638-4842

Whayne Porter - 502-802-8201

LPL Financial At-A-Glance

Advice for Life




The Advice for Life approach recognizes that we’re all on a special journey—and that each of us requires a roadmap to help us get to where we want to be. This disciplined planning process has helped other KPP clients focus on eliminating debt, better understand the financial decisions that support their situation and improve family communication regarding money issues.

At KPP, we believe that adopting a holistic planning approach that focuses first on your life goals and aspirations may improve the chances of achieving the future that you envision. 

Don’t let your dreams fade. Call today for a consultation. Together we’ll chart a path to your future.

Discovery

Before we get down to crunching numbers we will talk about the things that are most important to you—family, community, pastimes, church. I’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.

Planning

Based on what we discuss in the discovery phase, KPP will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will consider the financial implications for each goal we discuss and construct the framework for a plan that supports them

Solutions

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.

Monitoring

Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. Kentucky Planning Partners, LLC will help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary.

     

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