Retirement Planning Roadmap

Initial no-cost introductory meetings include

• Info gathering and assessment of needs
• Discussion of goals and details
• Meetings are performed by phone and/or in person

roadmap lines

Personal Financial Plan

Based on your unique situation, a price will be quoted at the initial no-cost introductory meeting if moving to a personal financial plan.

Klaas KIP

We act as your coach and quarterback to help you implement and carry out your financial plan and asset management. Our goals and interests are aligned as we offer value-based planning and asset management over time.

KIP Blended Fee Schedule

roadmap lines

Klaas360

We act as your coach to help you implement and carry out your financial plan. Our goals and interests are aligned as we offer value-based planning over time.

Klaas360 Comprehensive Financial Planning Fees