Process
KAI Advisors offers financial planning and investment management services.
Financial planning is a long-term, on-going process that helps you match your resources with your spending during your lifetime. In most cases, good financial planning also covers what might be considered non-financial issues, but nonetheless have a bearing on one’s financial situation or legacy. Examples of these might be insurance coverages, tax planning, and estate planning.
Investment Management is the process of using your savings to allocate assets in a diversified manner in order to generate a return that is in line with your goals, risk tolerance and time horizon.
We offer a complimentary one-hour introductory meeting in person, via video or on the phone, to help you get to know KAI Advisors and our services. In this meeting, we will provide you information on how we serve clients, and why our approach provides distinct advantages to you. We will also ask about your needs and understand what you expect from us. This meeting is not meant to be a problem-solving session, but rather, a get-acquainted meeting that allows us to recognize your needs, and provide you a quote for the cost of our services.
You may engage us on a project basis for a specific question or questions that you have regarding a particular aspect of financial planning.
You are not obligated to retain our investment management services just because we create a financial plan for you. Similarly, in a few cases clients engage only our investment management services, when a financial play may not be necessary. We will work with you in the manner you, and us, find most effective.
Having said that, most of our clients begin with an initial financial plan, and then retain us for ongoing Financial Planning and Investment Management services. This way we are able to help ensure that your financial house gets in order, and remains that way.
Financial planning is a long-term, on-going process that helps you match your resources with your spending during your lifetime. In most cases, good financial planning also covers what might be considered non-financial issues, but nonetheless have a bearing on one’s financial situation or legacy. Examples of these might be insurance coverages, tax planning, and estate planning.
Investment Management is the process of using your savings to allocate assets in a diversified manner in order to generate a return that is in line with your goals, risk tolerance and time horizon.
We offer a complimentary one-hour introductory meeting in person, via video or on the phone, to help you get to know KAI Advisors and our services. In this meeting, we will provide you information on how we serve clients, and why our approach provides distinct advantages to you. We will also ask about your needs and understand what you expect from us. This meeting is not meant to be a problem-solving session, but rather, a get-acquainted meeting that allows us to recognize your needs, and provide you a quote for the cost of our services.
You may engage us on a project basis for a specific question or questions that you have regarding a particular aspect of financial planning.
You are not obligated to retain our investment management services just because we create a financial plan for you. Similarly, in a few cases clients engage only our investment management services, when a financial play may not be necessary. We will work with you in the manner you, and us, find most effective.
Having said that, most of our clients begin with an initial financial plan, and then retain us for ongoing Financial Planning and Investment Management services. This way we are able to help ensure that your financial house gets in order, and remains that way.