An investment in your future.

Flat fee or managed assets pricing. No hidden fees.

FOR EQUITY COMPENSATED PROS

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.