Building on fifteen years experience providing non-biased financial workshops as a Penn State Extension Educator, I am pleased to continue to share my passion of helping individuals and families set and achieve their financial goals. I am a member of the Garrett Planning Network, a nationwide group of like-minded professionals.
As an hourly, fee-only financial planner, my role is to help you analyze your current situation including any financial challenges you may be facing, and collaborate with you to develop a plan to guide you toward your goal.
As an hourly, fee-only financial planner, my role is to help you analyze your current situation including any financial challenges you may be facing, and collaborate with you to develop a plan to guide you toward your goal.
Services
Our clients tend to be women with busy lives; working, raising a family, coaching or attending youth sporting events, and volunteering in their communities. On average, women live longer, earn less, invest cautiously (if at all), and leave the workforce to care for children and elders, often leaving them financially vulnerable especially as they approach retirement.
The Get Acquainted meeting is just that; a complimentary initial half-hour consultation that gives us the opportunity to see if we will work well together. During this initial consultation, you can decide on the services required and receive an estimate of fees for the chosen services. There is no obligation.
Visit our website to learn more about our services by reviewing each section. Print off and complete the Confidential Questionnaire to the best of your ability. This information helps you clarify your current situation; a starting point that we will work collaboratively from. We meet in person or by phone to review your situation based on the information provided by the Confidential Questionnaire.
I'm Robin Kuleck, a certified financial planner with Kuleck Financial Planning based in Emporium, Pennsylvania. I started my hourly fee-only planning practice because I believe that average Americans like yourself have a critical need for competent affordable professional planning guidance that focuses on your unique circumstances.
Farm and family keep us busy when we aren't working with clients. The link to the Little Red Barn farm is maintained by third parties. If you choose to access this site, you will be leaving the Kuleck Financial Planning web stie. These sites are managed by unaffiliated organizations that do not have a business relationship with Kuleck Financial Planning.
Reviews
Be the first to review Kuleck Financial Planning.
Write a Review