Simple process. Clear communications.
We check in with all our clients proactively, on a routine basis.Staying on the same page is very important.
Every potential new client receives two free consulting sessions with one of our investment advisors.
First Meeting: We learn about your situation. You get to know us and ask all the questions you want.
Results Meeting: We present recommendations and review our understanding of your goals. Together, we talk about what it’s like to work with Kirkland Financial Advisers and potential next steps.
You leave with a clear idea of how we collaborate on a comprehensive program and decide if we’re the financial planning partner you want to work with.
Long-term service
We typically speak with clients 8 to 10 times every year. Why? So they are up-to-date on investment performance and we know if circumstances require a change in the client’s financial plan.
First Year: We suggest an in-person meeting every three months. You get clarity about your investments and we learn what you’re comfortable with moving forward.
Ongoing Partnership: We reach out to you with monthly updates and periodic check-in calls. We speak with clients 8 to 10 times per year, on average.
Client Events: Every year we host at least one get-together either in our offices or somewhere even more fun. It’s one way we can show our appreciation and stay in touch.
The relationships we forge with clients inform goal-setting, planning, and investments. They also renew our sense of commitment to helping our clients live as well as they possibly can.