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KFG Launches New Client User Manual

We added a new resource to the client portal recently, the Client User’s Manual.  The manual is helpful to aquatint new clients to KFG and help existing clients find answers to questions.  Some of the topics include:

  • The history of our company
  • Our new client meeting process with descriptions of each step
  • How to access client portals
  • A list of financial planning services available
  • Details on our investment approach
  • Details on our various teams and their duties
  • How to make a referral to friends and family
  • And a list of frequently asked questions

You can find the manual in our Client Portal under the User’s Manual Tab. The manual is still under construction and we ask you to try it out and let us know additional improvements we can make.

 

 

 

 

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