How We Work

Our goal is to form long-term relationship with you. We work with those who understand the value of professional investment management and who wish to delegate the responsibility of investing their life savings to a trusted and experienced professional.

We are fee-only financial planners and investment advisors. Our mission is NOT to sell investment or insurance products. We receive no commissions or referral fees.

What You Can Expect

• You will complete an organizer and returned to KCM
• Upon the execution of your engagement letter a 50% retainer is due.
• KCM will prepare and present your individual preliminary plan. This will include a 1 to 3 hr office meeting
• A final plan will now be crafted and presented to you. This will also include a 1 to 3 hr office meeting
• Now our goals are clearly defined and agree upon. The implementation of your personal financial plan will be put in action!