Financial Planning

We assess your financial landscape, goals and objectives. Once we know where you stand in relationship to your goals, we can guide you to the course of action most likely to help you pursue them. We do this through educating you on the options you have available and the pros and cons of those decisions.

One-Time Plan

  • Consultation: We can cover everyday spending, debt management, income taxes, education planning, retirement planning, investment management, estate planning, legacy building and charitable giving.

  • Fully customized advice: All plans will receive personalized, detailed reports covering recommendations.

  • Easy-to-understand cost: Have an investment review for $500, a retirement plan for $1,000, or a fully comprehensive plan for $2,000.

  • Via phone, video or in-person

Comprehensive Financial Plan

  • Fully comprehensive planning: We’ll develop, implement and monitor a comprehensive financial plan, along with advising on your investments. We’ll discuss and plan for everyday spending, debt management, income taxes, education planning, retirement planning, investment management, estate planning, legacy building and charitable giving.

  • Access to a financial planner: You’ll be able to contact Ken Ford, AWMA® AIF® (your financial planner) quarterly.
    Online, private portal available: Link your bank and investments accounts to your private portal to view all of your assets, in real-time, in one place. A personal vault for file transfer/storage is also available.

  • Reduced prices available: If K-12 Financial Advisors manages your investment assets over $500,000, we will waive the $2,000 planning fee.