Apropos Financial Planning
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Apropos Financial Planning was founded to make the incredible benefits of expert, objective financial planning services readily available to hardworking individuals and families in western NY State. As our name suggests, we seek to appropriately tailor the fundamental principles of personal finance to each client's unique circumstances turning opportunities into dreams come true.

We strive to provide service that meets the highest ethical standards. Toward this end, we embrace the Financial Planning Association's Code of Ethics. Additionally, we guarantee we will act as a fiduciary to each client. We further guarantee that the client's unique aspirations, concerns, needs and goals will be the central focus of every planning engagement.
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What follows are some mini-case studies that highlight the benefits of our financial planning services. These case studies are about real clients Kay has had the privilege of serving. Notice especially how specific the benefits of financial planning are to the unique circumstances of each client.

Another common theme in these cases is that financial planners have a real knack for spotting financial opportunities and ferreting out important issues that the client would have never found on his or her own!In fact, it is not at all unusual for Kay's advice to more than pay for itself in savings and streamlined wealth building.
Serving Middle America - we specialize in the financial challenges average Americans experience. Competitive Hourly Fee - currently $140/hour to help you keep more of your money in your pocket. Fee-Only - Apropos is a fee-only financial planning and advisory firm. This means we receive our compensation solely from our clients.
As a credentialed, fee-only financial planner I deliver these game changing benefits to clients. The peace of mind that comes from getting objective, expert help with high stakes financial choices and tough decisions. See our mini-case studies to learn the concrete ways we've helped clients do these things.
An Investment Portfolio Review is an examination of your investments to discover and fix any weaknesses that are robbing you of the performance you need to achieve your financial goals. A detailed technical report about the recommended portfolio that shows how it has performed historically among other things.
Retirement can be either a time of constant worry about money or a time to relax and enjoy the fruits of your life long labors. The retirement plan we prepare for you will be 100% tailored to your unique hopes and dreams. A Net Worth Statement showing your worth after your liabilities have been subtracted from your assets.
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