We use a collaborative approach that puts you in the center of your financial future. We start with a meeting to discover what you would like to accomplish from working with Kristin Rasmussen at KMR Wealth Advisory, and if KMR Wealth Advisory would be a good fit for you. Some examples of the kinds of things we would talk about are:
- What are your top priorities and goals?
- Do you have any future priorities or goals?
- What kind of financial issues keep you up at night?
- What are the biggest financial mistakes you have made or that you have avoided?
- What concerns you about either your health or the health of your spouse or family?
- With a $1,000,000 portfolio, how much value would you be willing to lose before you abandoned your plan?
There is no cost nor obligation during this discovery period.
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