First, we gather insights about your personal and financial situation and then we use that information to build you a customized Financial Plan.
We will provide you with an outline of recommendations, alternatives, and the ability to model different life event scenarios.
When you are comfortable with the plan and the analysis, we will begin to implement recommendations. We will monitor them, meet with you regularly, and make adjustments as necessary to help you meet your goals.
JK Private Wealth will work in conjunction with our clients trusted legal counsel and tax professionals toward the shared goals of the best possible solutions and service for our clients. We also have long standing relationships with some of the leading legal and tax professionals in the Greater Hartford Area in the event you are looking for a recommendation.
Once we have had our initial set of introductory and consultative meetings, we would be happy to provide you with references within our existing clientele.