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The key steps:

  1. Scheduling an Overview call with us to go through your situation and goals
  2. Completing or Updating Asset Map and/or eMoney, including linking account information
  3. Scheduling a Fact Check Review call to go over your important information
  4. Allowing Kubhera some time to develop your plan
  5. Scheduling a Plan Presentation meeting to go through everything in detail
  6. Beginning to implement the various components, one priority at a time
  7. Regularly having calls or meetings to monitor and keep your plan on track

Let us know what is most important to you

The following documents may be helpful in creating your financial plan