Yes, we begin with money. But that's only the starting point. The end-goal is to help you live the life you want to live-without outliving your money. That's why we work with you to give you the knowledge, tools, and guidance you need to make smart decisions along the way. Ultimately, we strive to give you peace of mind through careful planning and knowing you always have a friend at your side-for life.
As a boutique financial planning and wealth management firm, we are dedicated to serving you and your family. That means that as your fiduciary consultants, we always put your interests first. We don't receive or pay commissions or referral fees for the products and services we recommend. You are our only priority.
As a boutique financial planning and wealth management firm, we are dedicated to serving you and your family. That means that as your fiduciary consultants, we always put your interests first. We don't receive or pay commissions or referral fees for the products and services we recommend. You are our only priority.
Services
To help you gain confidence moving forward, we address your short- and long-term needs and goals by exploring every aspect of your financial life and identifying adjustments that can help you use your resources wisely and protect those resources to support a truly "wealthy" life. To design your portfolio, we consider what you have, what you are working toward, and how long you have to invest.
No matter what your biggest challenge is today, your goal is simple: to live the life you want to live-without outliving your money. Even so, your path is like no one else's. Juggling teenagers, aging parents, and two careers was straining much more than our wallets. Getting a real plan in place has helped us breathe.
Financial planning doesn't have to be overwhelming. We begin by taking the time to understand where you are today, to explore your challenges, and then help you align your time, money, and resources to live life on your terms. Over a cup of coffee or tea, we'll talk about much more than just dollars and cents.
Klein Financial Advisors is a fee-only wealth management firm. As a fiduciary, our fees are 100% transparent, so you know exactly what your cost is, how much we make, and the value we provide. We charge an initial fee of $2,200 for initial planning and set up which is due at the start of the engagement.
Use eMoney to view and manage your accounts from anywhere, anytime, through one secure, interactive portal, as well as create a personal "digital wallet" to safeguard your most important personal documents, such as passports, wills, deeds, tax files, and other legal documents. The program also supports eSignatures to simplify the task of signing important documents.
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