Working with Kinetix

Take the first step in working with Kinetix

1) Schedule FIT call

A short 30 minute phone call for us to learn more about your situation and answer your questions.
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2) Strategy Session

Prior to this meeting, we will request a few additional details about your financial life. From a 10,000 foot view we will look at where you are and how we can help you get to where you want to go.

3) Sleep on it!

This is a huge decision. We don't let you make any decisions until you review the information covered in the strategy session. If we agree on the strategy, we will take the next steps!

Phase 1 Planning

Building & implementing your plan

After becoming a client, we have a 4-step approach that kicks off the relationship. We start with getting organized and throughout the first few months, we begin our in-depth financial planning process.

Get started
  • Meeting #1
    Organization & goals meeting

    In this meeting, we'll start with the basics. This includes getting documents organized and filed, reviewing goals, and setting a direction for the upcoming months.

  • Meeting #2
    Cash flow & taxes

    In this meeting, we start diving into the heart of financial planning - cash flow & taxes. We'll review income & spending while evaluating tax saving opportunities.

  • Meeting #2.5
    Business/equity comp planning

    In this meeting, depending on the type of income you receive, we'll review your compensation and create a plan to use every dollar effectively.

  • Meeting #3

    In this meeting, we review current investments and create a framework to manage investments moving forward. Where necessary, we'll also help open & fund the appropriate accounts.

  • Meeting #4
    Insurance & estate planning

    At the tail end of our initial planning sessions, we take some time to make sure that you and your family are protected with proper insurance and estate planning documents.

  • Included: Ongoing accountability to ensure plan implementation. Additional meetings may be added based on complexity or need.

Phase 2 Planning: Year Two & Beyond

Ongoing meetings or check ins to track progress, strategize, and stay on top of your plan


• Annual strategic planning
• Cash flow and tax projections
• Get tax ready
• Equity comp review and plan
• Business planning and projections


• Tax analysis and projection update
• Investment review
• Business planning progress


• Mid year business review
• Business planning progress


• End-of-year planning
• Benefits review/ open enrollment
• Insurance/estate review
(alt every 2 yrs)
• End of year business tax planning
*Based on planning needs and complexity. Additional meetings will be scheduled as needed.
View a sample financial snapshot
Get a look inside the plans that we create for clients. Note: This is a sample plan and does not contain any sensitive information
View the Plan

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