Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Organization – getting your “financial house” in order
Accountability – prioritize goals, establish steps needed, and review progress
Objectivity – unbiased consultation and analysis on key decisions
Proactivity – prepare and create an action plan for the unexpected
Education – use of experience, credentials, and expertise for advice
Partnership – working in concert with you with complete transparency
Creating an effective financial plan takes time, know-how and experience. Even if you are using popular consumer financial tools, planning on your own can be overwhelming and frustrating. Consulting with a KPP Financial Advisor not only reduces your workload, but also helps ensure that your plan is comprehensive and based on current trends and data.
Connections to a network of professionals (accounting, legal, real estate, insurance, trusts) when additional expertise is needed
Independent advice and support from an experienced professional committed to guiding you toward long-term financial well-being