My process helps you verbalize what’s most meaningful to you first. Only then can we create a financial strategy that is yours.

The first step is an introductory meeting. This is a no-pressure conversation where we will learn more about each other. You’ll also gain a better understanding of how I work with clients and if KKFP is the best fit for your needs. If you have a partner/spouse, they will also join us.

During the conversation, we dig deeper into what made you want to invest the time to talk with me and I’ll ask some big-picture questions about what it means to live your ideal life. My goal is to help you narrow in on what’s important to you and decide if now is the time to invest in financial planning.

If we decide to work together, I will send a contract and instructions for scheduling the next few meetings. This will keep the momentum going toward organizing your finances and using your resources to get more out of your life.

Now that you’re a new client, we’ll begin by exploring what matters most to you in life and clarify your “why.” This gives us a lens to look through when making future financial decisions. You’ll leave the meeting with the energy and confidence to use money as a tool to start living your ideal life.

A unique aspect of working with KKFP is how we will incorporate the Life Planning process into our foundational and ongoing work together. This initial meeting, inspired by the EVOKE® Method, centers us around that process.

*the EVOKE® Method was designed by The Kinder Institute of Life Planning. Used by permission of George Kinder © 1999-2025

Before we get together for this meeting, you will organize all the pieces of your current financial life and share those with me through your new financial dashboard. This is a web-based tool and smartphone app that allows us to monitor and collaborate on your financial strategy.

This part of the process is very important - we must first understand where you are before determining where to go or how to get there.

We'll take a look at your financial dashboard together and I'll ask some questions about your assets, liabilities, income, expenses and any other documents related to your personal finances. The goal is to make sure as much of your current financial situation is visible all in one place, that way in the final two meetings of the onboarding process we can define your initial customized financial plan.

During this time we’ll also address any obstacles that might distract from your vision of a great life and connect this with an overview of a forward-looking cash flow framework that I'll help you start to implement. This system will easily align your money with what you value most.

Now that your current financial situation is visible all in one place, it’s time to explore different possibilities in front of you. We’ll spend this time answering your big money questions and evaluating how to manage risks and map out opportunities using different financial planning strategies.

I’ll present an initial roadmap of financial planning recommendations and a clear outline of how to accomplish them. With your vision of a great life as inspiration, you’ll feel prepared to start implementing the top strategies over the next few months. We’ll also discuss KKFP’s investment philosophy, your risk tolerance and how it relates to your overall planning needs. This all ties in with how your money will be invested and managed.

Once you have your initial financial planning strategy outlined, I’ll check in on your progress and act as a sounding board for questions and concerns on an as-needed basis. All of your tasks will be tracked through your financial dashboard. You’re encouraged to schedule one-off meetings so I can assist with implementation of these recommendations.

Building on the foundational work of year one, we shift to the ongoing planning phase and meet three times per year.

This allows us to monitor and adjust the many details of your financial strategy as life happens and priorities evolve. I continue to get to know you on a deeper level and make sure your financial resources are used in pursuit of what you value most.

Throughout the year, I’ll also proactively check in via email to review important planning and investment details at a micro level.

Something pressing on your mind and you need advice? I want to be your first point of contact. Same goes for any life changes, big or small. You have unlimited email support from me, so reach out whenever you have questions and we’ll schedule additional calls or meetings as needed to work through it.