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Discover a clear path to financial confidence.

Financial planning doesn’t have to be complicated. Or overwhelming. It all starts by looking at your big picture, exploring your needs, and defining your goals to create a clear, simple path forward.

The Klein Financial Advisors Planning Process is designed to keep things simple:

STEP 1:

A simple phone call

Are we right for each other? We’ll never know until we have a real, honest conversation about what you’re looking for and how we can help.


STEP 2:

A relaxed office meeting

Over a cup of coffee or tea, we’ll talk about much more than just dollars and cents. What are your dreams and ambitions? How do you hope to live the rest of your life? Do you have children or grandchildren? What are your greatest fears? Once we feel we really “get” you, we’ll be ready to take a close look at your financial details so we can begin to create an ideal plan for you.


STEP 3

The heavy lifting. 

Based on what we’ve learned about you, we’ll design a customized financial and investment plan that addresses your needs and your goals. Using our experience, training, and insights, we’ll determine when you can afford to retire, how to reduce your tax bill, if your portfolio needs to change, and how to protect what you have to give you greater financial confidence.  


STEP 4

A clear presentation

Don’t know financial jargon? Great. We’ll paint a picture of your financial path in plain English so you know where you’re headed and how you’re going to get there. You’ll leave knowing exactly what we recommend, how much it will cost, and how working with us can help you build wealth—simply and effectively.


Step 5

A handshake

If you now believe we’re the right team for you, it’s time to make things official. We’ll shake hands, sign paperwork, and begin to put your plan in place. And as part of the Klein Financial client family, you can count on us—always—to be here to help at every step of your financial journey.