An investment in your future.

Flat fee or managed assets pricing. No hidden fees.


In-depth planning & analysis to help you get the most of your money

Cash flow planning
Tax planning
Equity comp planning
Investment planning
Financial independence strategy
College savings
Debt payoff strategy
Insurance planning
Employee benefits planning
Estate planning
Starting at $6000/ yr (Paid monthly)
for entrepreneurs & BUSINESS OWNERS

Hands-on planning & strategy sessions for your business AND personal finances

Cash flow planning and projections
Business entity analysis
Tax planning
Owner's pay analysis
Real estate analysis
Retirement plan analysis
Insurance planning
Asset protection
Exit planning
Personal financial planning
Starting at $7,500/ yr (Paid monthly)
investment management

Portfolio management by Kinetix Financial Planning

Investment account selection
Investments aligned to your goals
Ongoing management and rebalancing
0.80% of assets managed
Next Steps
1. Start with a 30 minute FIT phone call
2. No-cost strategy session to determine if we're a good fit and allow you to evaluate KFP
3. Sleep on it!
4. Decide.