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Holistic Financial Planning

(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-Grove Program

I Grow with the Grove

On-Going Advice and Support
Monthly fee $100 -$300/mo.

I Grow with the Grove

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.

KGF Planning Program

Ongoing Advice And Support With Financial Planning

On-Going Advice and Support
Minimum Level of Assets

  • Comprehensive Living Financial Plan
  • Retirement needs analysis
  • Income distribution strategies
  • Review of your employer benefits
  • Education planning and funding
  • Tax planning
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access
  • Secure e-document organizer
  • Living Financial Plan and Adviser Access

Core Investment Management

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting

KGF Elite Planning Program

Ongoing Advice And Support With More Advanced Financial Planning


  • Strategic planning for wealth conservation
  • Charitable gifting strategies
  • Collaboration with other professionals
  • Tax-optimized investing and giving
  • Executive compensation planning for:
    • Deferred compensation
    • Stock options
    • Concentrated portfolios
  • Limited Business financial planning

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