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Financial Planning

FINANCIAL PLANNING

 
  INITIAL ASSESSMENT

JUMP START

Ideal for young professionals who may need help with student loans, understanding their employee benefits, or starting a family. This “lite” version of Financial Planning covers only limited amount of available services.

Single: $500 or $50/month
Married: $1,000 or $100/month


BLUE PRINT

For do-it-yourselfers who want a professional's perspective and are comfortable implementing on their own. This one-time plan will be tailored to answer all of your questions and create a clear path to achieve your goals.

Single: $1,500
Married: $2,500
Retirement Roadmap: $3,000
Tune-up: $500


PLAN FOR LIFE

This comprehensive plan is coordinated with a custom investment plan designed around your goals. All areas of your financial life will be addressed, planned for, and receive ongoing review. Clients will have access to a personal website that will allow them to see their entire financial picture in one convenient location.


Planning fee waived with tiered AUM agreement



VIEW OUR 6-STEP FINANCIAL PLANNING PROCESS



 


Feel Free to Contact Us
with Any Questions




  Our Location
5510 Pearl Rd
Cleveland, OH 44129

  Call Us
(440) 888-6884


  Email Us
Send us a message


  Hours
Monday-Friday
9am-5pm




Check the background of this firm on FINRA’s BrokerCheck



COPYRIGHT © 2019. KO-ADVISORS. ALL RIGHTS RESERVED.


Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: CA, FL, OH. Cambridge and ko-advisors, LLC are not affiliated.