Comprehensive Planning to Get You Where You Want to Go

Published: July 12, 2016

Comprehensive financial planning is a cornerstone of Klingenstein Fields Advisors’ (KF Advisors) wealth management approach. What does “comprehensive planning” really mean for our clients and for us?  At KF Advisors, we focus on helping you plan for your financial life and goals.  These may be short-term in nature, such as cash flow planning or budgeting for an upcoming major purchase. You may also want help with goals that are longer-term, like funding your children’s education or retirement, establishing a philanthropic legacy or preserving your wealth for future generations. We begin by working with you and your family to understand what you wish to accomplish with your wealth. Based on this discovery, and together with your accountants and attorneys, we help develop and implement a customized plan focused on achieving your objectives.         

Life doesn’t stand still….

We also know that things change. While some events have a clear financial connection, such as the sale of a business or an inheritance, often, non-financial events can have equally significant financial implications.  Some life events that can impact your financial plan are:

  • Career change
  • Marriage
  • Birth of a child 
  • Divorce
  • Death of a spouse
  • A dependent with special needs 
  • Long-term illness or disability

To make certain that we stay up to date on your life and changes, we welcome regular communications and meetings. We look forward to the opportunity to discuss your current and future goals with you and help align your financial plan accordingly. Collaborating with your wealth advisor can be an important step in managing anticipated changes in your family, career and life.  Please contact us at (212) 492-7000 or info@klingenstein.com.    

Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.