INTRODUCTARY MEETING
CUSTOMIZED PLAN
PLAN PRESENTATION
PICK YOUR PARTNER
CLIENT ONBOARDING
Guiding You to Your Preferred Future
Kammeraad Financial will help guide you through the process of creating a comprehensive, goal-oriented financial strategy.
STEP ONE
Introductory Meeting
We know how important your time is, which is why we always start with an introductory meeting. The goal of this meeting is to make sure that we are the right fit for each other. This meeting requires no commitment and has no fees associated with it. We will use this time to get to know one another and better determine the right next steps.
STEP TWO
Customized Plan
After we determine that we are the right fit in the introductory meeting, we will gather the rest of the needed documents for review & analysis. We will then build a customized financial plan based on your financial information and your responses to our questions.
STEP THREE
Plan Presentation
Our third step is to meet and go over your financial plan document in detail. During this 60-minute meeting we will walk you through each step to reach your financial objectives. These recommendations and high-level guidance will encapsulate your complete financial situation and provide direction toward building, growing, and preserving your wealth.
STEP FOUR
Picking Your Partner
We get it - choosing the right financial partner is a big decision. With your financial plan in hand, the choice is now yours on whether to implement the plan yourself, hire another firm to help, or work with us. If you’re comfortable with our approach and believe in the value we will provide, we will proceed to onboard you as a client.
STEP FIVE
Client Onboarding
Onboarding as a new client is easy. We will gather any additional information we might need and get to work implementing your plan, together. We are so excited to have you here!
Our Services
From financial planning to investing, our team is dedicated finding the right plan and solutions for you.
