As a Fiduciary, we are your financial team. We work with your best interests at heart and have the experience to back it up. Because at the end of the day, we work for you, not Wall Street.
A Detailed Process. Every Step of The Way.
We want to understand the full picture and plan accordnigly. Here's how we do it.
We Want To Get To Know You. The Real You.
Our goal is to learn about you, your family, your needs, your plans. We typically schedule an initial discovery meeting to ask some questions, get to know each other and use this as a baseline for creating your plan.
We Want You To Be A Part Of The Strategy
We then begin putting together a personalized, goal-oriented, plain English plan. We take into account various milestones such as new home, college planning, upcoming retirement and we implement a strategy that is focused on pursuing those goals.
We Want You To Know We're On Your Side.
Many people think it ends with implementing a plan. But for us it is just the beginning. As part of an ongoing relationship you can expect ongoing check ins throughout the year for timely updates and to stay in touch on any questions you may have as well as an annual review meeting where we meet in person to track our progress, make course corrections and catch up on any required updates or life changes.
Let's Pursue Your Goals
Interested in working with Kennedy Financial? Schedule a call with us today. The first meeting is free of charge -- just an honest conversation about your experiences with money, insight on your short term and long term goals and some information on your current portfolio.
We're Here To Help You.
No matter where you're at on this journey, we can help.
Addressing Major Life CHanges
Did you change jobs? Entering retirement? We’ll work with you to develop a game-plan to make sense of your new normal.
Protecting What You Have
We begin with honest conversations about your experiences with money, your short and long term goals, and what’s currently in place.
Where To Put Your Money
Whether you’re paying off debt, saving for retirement or college, or making some lifestyle spending decisions, we’ll help you clarify where to direct your funds.
Paying For College
College tuition is daunting. Remember, in just 390 paychecks your 3 year old is going to be graduating high school.
Being Properly Invested
Investing in a 401k or 403b? Maybe you already have an advisor? We’ll take a second look to make sure you’re on the right track and strive to provide financial confidence.
Retirement seems so far away. How much do I save? Where should I save it? There’s no account minimums here. No account is too small to get started.