Flat-Fee Financial Planning
Getting to know you is essential to building your roadmap to achieving your financial goals. We offer simple flat fee pricing to help us get to know each other better, and to put together all the different pieces of your financial life into one picture. While some advisors charge additional hourly fees for implementing financial plans., our transparent flat fee structure includes one year of follow-up, and includes any necessary revisions.
Goals Based
We help you uncover what matters most and what you'd like to do with your wealth. Together, we focus on long-term strategies to grow and protect your wealth.
Dynamic
A good financial plan is one that evolves with your changing circumstances. We adapt your financial plan to account for changing life stages, professional situations, and risk appetite.
Comprehensive
The financial planning process covers everything from budgeting, to investing, insurance, taxes, and estate planning. We focus on the questions that matter most to support your financial journey.
Building Your Plan
While each client will have unique financial needs,
the financial planning process often includes these pieces.
Financial Goal Setting
Define and prioritize your financial needs and goals to guide the financial planning process
Tax Planning
At the prime of your earnings career? Already retired? We identify tax efficient strategies that work best for your circumstances
Cash Flow Analysis
Map your current net worth and understand how your current and projected income and expenses will affect your wealth
College Planning
Whether you are managing your own debt or planning for the tuition cost of others, we factor this large cost into your plan
Retirement Planning
How much do I need to retire? Can we retire early? These are fundamental questions that we help clients answer.
Estate Planning
We work closely with estate attorneys and certified accountants to help clients pursue their legacy goals
Implementing your financial plan
After the pieces of your financial life are connected into a comprehensive financial plan, the important next step is to implement that plan. KW Wealth Management creates tailored investment portfolios that balance returns with risk.
We can introduce lawyers, accountants, or help coordinate with your existing professional advisors. Learn more about our in-house investment management expertise helps clients build and protect their wealth. ​
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