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Kirchenbauer Financial Management & Consulting
Serves a Diverse Client Base
in the
Washington, D.C. Metro Area, Virginia, San Francisco, the Bay Area
and throughout the United States
Our Approach What is Financial Life Planning? Simply put, financial life planning is the most effective and rewarding approach to financial planning. Why? It starts by understanding a client's most profound life goals through a thoughtful discovery process and then a financial plan is built around it. The result is a plan that is much more likely to be implemented and followed since it speaks to a client's most important life goals, rather than traditional goals that may not reflect the client's true passions. The process is not always easy, but approached thoughtfully it can be an opportunity for great personal (and professional) growth. We use a multi-step process called EVOKE® developed by the Kinder Institute as well as the teachings of the Sudden Money Institute. Lisa has been trained and mentored in the use of these processes and continues to hone her skills in these and other areas. See "Solutions" for more information on how we implement our life and wealth plans. Integrated Life & Wealth Planning Isn't For Everyone It requires a willingness to take a holistic approach to your situation with us. Our ideal client is generally a "baby boomer" or "Genxer" with a dynamic life & wealth situation. Generally, they have early affluence through stock options, a business sale, inheritance, or a significant annual income. We have also developed a specialty in working with non-traditional couples in addressing their unique needs and concerns. We have an ongoing relationship with our clients and our fees are structured differently than most other financial advisors to reflect the holistic advice approach that we take with our clients. Our most successful clients have the following characteristcs:
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Our Fee Structure Client Quarterly Letters Client Profiles Resources & Links SPECIAL INTEREST Early Affluence Sudden Wealth Financial Planning for Women We Make the Process Easy Many of our clients have the knowledge and know what they would like to do...but they just don't have the time. Others have limited financial knowledge. We understand that managing your finances is not an easy task, and we want to make the process as easy and stress free as possible. Completely Confidential We also understand the sensitive issue of sharing one's personal financial stituation, and we hold your information in the highest confidentiality. Free Initial Consultation Because this is such an important decision for your life, we want you to feel completely comfortable with us. So, we invite you to have a free initial consultation to determine whether our firm is the right fit for you. Schedule Lisa to Speak at Your Next Event Lisa Kirchenbauer is often invited to speak at events sponsored by corporations and organizations. Contact KFMC to schedule Lisa to speak at your next event. |
Kirchenbauer Financial Management & Consulting
200 North Glebe Road, Suite 812 / Arlington, VA 22203
703-387-0919, ext. 501
Toll Free: 877-678-8880 / FAX: 703-387-0918
www.kfmcfinancial.com / e-mail: info@kfmcfinancial.com
copyright 2007 KFMC
