2 Tree Farm Road
(Comprehensive Ongoing Engagement)
The Living Financial Planning is designed for clients who seek a long-term strategic partner and coach to advise on their financial matters. Depending on your level of assets under our management, you can either qualify for the I-Grove program with an ongoing monthly fee, the KGF Planning Program, or our KGF Elite Planning Program.Through these services you are provided with an ongoing advisor relationship with a Certified Financial PlannerTM that will not only be your advisor, but your accountability coach for goal setting and the ongoing navigation and implementation of your Financial Plan.
I Grow with the Grove
On-Going Advice and Support Monthly fee $100 -$300/mo.
Life is an ongoing process and so is effective financial planning. Once your financial plan is created and the initial implementation period has ended, there is still much to do to ensure your planning objectives are met. We offer a monthly “Advice on Demand” subscription service fee program to address a Client’s on-going evolving planning needs. You decide the level of service you would like once your plan is in place.
Ongoing Advice And Support With Financial Planning
On-Going Advice and Support Minimum Level of Assets ($500,000)
Core Investment Management
Ongoing Advice And Support With More Advanced Financial Planning
KGF PLANNING PROGRAM +PLUS: