We don’t believe in a “financial plan”, we believe in financial planning. Your life is constantly evolving which means the financial strategies and decisions you make need to evolve with it. This is the core of our model.
You are making decisions on an ongoing basis and our role is to provide analysis, support, and implementation of those decisions. We believe that you engage us not only for advice, but also as an accountability partner. We provide instruction but are also there to hold your hand each step of the way to ensure everything is executed exactly as planned and Knudge is here to help us ensure nothing falls through the cracks!
This isn’t one meeting, it’s a core component of our ongoing service and value proposition.