Comprehensive Planning to Get You Where You Want to Go

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    


The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. 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. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.