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Initial Meeting
Our team of experts gets to know you and your family to determine if Key Financial Partners can provide value in your current stage of life.
Information Meeting
This meeting is to establish your goals and determine the time frame of your plan. We take notes, collect statements and legal documents to best prepare the financial plan.
The Key Team Develops the Plan
The planning process can take a few days all the way up to a few months depending on the complexity of the plan. We develop the most strategic plan that will best fit the goals you are trying to accomplish. |
Test the Plan With the Client
In this meeting we present the final results and then determine the areas that need to be fine tuned and make the minor adjustments to complete the plan.
Plan Into Action
Documents are signed and the financial plan is put into action.
On Going Relationship
Time does not stand still and family wealth management, estate planning, and excellent financial management are an evolving process within an ever-changing financial, economic, and tax environment. Key Financial Partners is your perfect legacy planning partner. |
