We work together on an ongoing basis to provide proactive financial planning advice and investment management.
This service is designed for people who are about to lose a significant other, recently widowed, want to turn over some of the responsibilities of being a power of attorney, or anybody else looking for more guidance in their financial life.
We work together to answer your questions at an hourly rate of $300 an hour.
We could do a full financial plan, investment portfolio analysis, or anything else on top of your mind.
Kindness Financial Planning, LLC is a registered investment adviser in the States of Wisconsin and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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