Individuals & Families

Retirement Planning Roadmap
Initial no-cost introductory meetings
  • Info gathering and assessment of needs
  • Discussion of goals and details
  • Meetings are performed by phone and/or in person
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.
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.
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. We offer two ways to engage our Klaas360 services:
1. Comprehensive Financial Planning Services through a monthly program fee that provides services tailored to Client’s needs, which may include investment advice guidance; ongoing goals-based financial projections, and financial review meetings. Click the “View Costs” below for a summary of fees.
2. Project-Based Financial Consulting Services through a fixed fee that provides guidance and support to individuals focusing on a specific financial topic or project. Reach out to Klaas Financial directly or refer to our Form ADV Part 2A for more information.
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.

 

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. We offer two ways to engage our Klaas360 services:
1. Comprehensive Financial Planning Services through a monthly program fee that provides services tailored to Client’s needs, which may include investment advice guidance; ongoing goals-based financial projections, and financial review meetings. Click the “View Costs” below for a summary of fees.
2. Project-Based Financial Consulting Services through a fixed fee that provides guidance and support to individuals focusing on a specific financial topic or project. Reach out to Klaas Financial directly or refer to our Form ADV Part 2A for more information.