As you know, we have decoupled the financial planning work from the meetings. You will no longer need to schedule a meeting before we do any updates to your financial plan. Instead, we will update plans according to a monthly and yearly schedule, rather than in preparation for client meetings.
We see two benefits to you from this change.
- The more balanced work flow in the office means we can provide updated information to you at any time.
- You can schedule meetings according to your needs. They can now happen whenever you want them to happen, and independently from when we do the financial planning work.
When you would like to come in for a meeting, please contact us. If you have already indicated a desire to stay on a regular meeting schedule initiated by KFG, we will be in touch to schedule your meeting.
We are working on updating retirement plans for full financial planning clients. About 12 of you have already received your updates. If after reviewing your retirement plan, you would like to schedule a meeting to discuss it, please email or call us for an appointment. If you would like to have a meeting before then, please let us know that as well.
We are really excited about this change. We hope it will allow us to become more available when you need us and free our agenda to discuss the things that are most important to you.