We have created a caring environment where you can feel comfortable knowing that your finances are managed by a group you can trust. At KJP Wealth Management, you'll receive straight forward advice from a knowledgeable professional with over 25 years of industry experience. As a small independent firm, we are in touch with our clients often and deliver personalized care.
Are you planning or in the midst of a life transition? Would you like to have a plan to pursue your personal/financial goals that is customized to you? I have been creating these plans for over twenty-five years and would love to help you create one. Together we will develop a clear way forward that addresses your unique needs and concerns.
Are you planning or in the midst of a life transition? Would you like to have a plan to pursue your personal/financial goals that is customized to you? I have been creating these plans for over twenty-five years and would love to help you create one. Together we will develop a clear way forward that addresses your unique needs and concerns.
Services
Smart planning and intelligent decision-making are especially important when you consider the many unexpected events-both good and bad-that inevitably occur in our lives. I have first-hand, personal experiences with such events that have inspired me to help others. I have been helping my clients plan their financial futures and make life transitions for over twenty-five years.
Kathy Jones-Price is an independent personal wealth manager who has been in the financial planning industry for 25+ years. Kathy works with a select group of successful professional couples and individuals. Kathy is a twice graduate of. As Associate Advisor, Kaitlyn assists Kathy with financial planning and investment management activities.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
The process begins with a Discovery Meeting. This gives me an opportunity to learn about your family, relationships, values, goals, interests, current advisor relationships, and assets. The information will be compiled into a Total Client Profile. The next step is the Investment Plan. This document lays everything out and provides a foundation and focus for the long-term.
Perhaps you are looking for assistance with planning for a major life goal or find yourself undergoing a life transition. Or, maybe you are looking for a second opinion on your existing investment portfolio. Perhaps you want an advisor that truly listens to your concerns and will put your interests first.
Reviews
Be the first to review KJP Wealth Management.
Write a Review
