Solutions. Kirchenbauer Financial Management & Consulting. Serving clients in Washington, D.C., Virginia, Silicon Valley, San Francisco, and throughout the U.S. Lisa Kirchenbauer, Certified Financial Planner and President of KFMC.

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

Solutions

The solutions that we offer our clients reflect our integrated life/ wealth approach and the need to provide creative solutions to sometimes non-traditional situations.

Here are some areas that we advise our clients on as part of our fee-based approach:

Traditional Investments (stocks, bonds, mutual funds) held at Schwab or managed through SEI Investments
Goal-based investment strategies that reflect a client's specific goals and risk tolerance for that goal.
Alternative Investments such as hedge fund or funds, real estate investment trusts, and commodity mutual funds
Socially responsive investments including traditional mutual funds, as well as community investment notes
Donor-advised gift funds and other charitable planning strategies
Life Planning work through the Kinder Institute EVOKE® model
Traditional financial planning including financial independence, education, estate planning*, and insurance planning
Coordinate tax planning* with your Tax Advisor
Insurance Planning implementation through outside professionals
Financial Education

*Implementation and document execution, tax preparation, and sophisticated tax planning is done by accountants and attorneys outside of KFMC of KFMC's relationship with the client, but in coordination with the overall life/wealth plan. ** Life, Disability and Long-term Care products are offered in partnership with an insurance specialist outside of KFMC

+ Estate Planning may be handled in conjunction with an attorney

CPA and Attorney referrals/recommendations for specific legal and tax advice are coordinated by KFMC upon request.

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