Financial Planning
Kuhn & Company Investment Counsel, LLC offers financial planning services uniquely catered to our clients wherever they lie on the wealth continuum. We know that our busy clients have little time to parse through complicated financial situations and scenarios — they're looking for steady guidance along a path that is clear, consistent, and sustainable. When you work with Kuhn, you will be working with dedicated financial advisors who will strive to get to know your story and your needs, helping you realize your financial goals.
The Financial Planning Process
- Consultation and research: What does your balance sheet look like? Where is your current trajectory, and how can we steer it toward your long-term financial goals?
- Through a blend of data analysis and an intimate understanding of client needs, a comprehensive financial plan will be formulated and an investment portfolio will be set up.
- Managing and monitoring progress using the most up-to-date technologies, providing updates in a coherent, visually appealing, and actionable manner, adjusting the plan as necessary.
Financial planning services are always expandable or adaptable depending on the client.
