Who we help: Long Distance Clients
KAI Advisors is a fee-only personal financial planning and investment management firm located in Princeton Jct., New Jersey and serving clients nationwide.
Some of our clients may never have met us in person and are as comfortable as we are with doing business remotely. We find we are able to communicate effectively through video, telephone, email, internet tools, and as necessary, mail. Our out-of-region clients are as satisfied with our service as our local clients. Of course, our goal is to get to meet our clients, and we plan for that to happen at some point during our engagement.
Some of our clients may never have met us in person and are as comfortable as we are with doing business remotely. We find we are able to communicate effectively through video, telephone, email, internet tools, and as necessary, mail. Our out-of-region clients are as satisfied with our service as our local clients. Of course, our goal is to get to meet our clients, and we plan for that to happen at some point during our engagement.