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 do a comprehensive analysis, provide recommendations, and answer your questions at an hourly rate of $380. Most engagements cost between $3,800 and $5,700.
This service is designed for people who want a financial snapshot, recommendations or validation of what they are doing, and feel comfortable implementing recommendations on their own.
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.