The KOHR Financial Planning Process

Our Process

Take the First Step Today

Reaching your financial goals can be daunting, and we understand that starting something you need help comprehending is hard. We invite you to contact us for a free, no-obligation consultation.

We'll help you create a clear, easy-to-understand financial plan that caters to your needs. You don't have to take on any financial risks, as we'll assume that responsibility by investing our time in creating a plan for you.

If you decide to move forward, we'll work together as long-term partners to support you throughout your financial journey. And if you choose not to, you'll still receive valuable guidance and advice with no financial obligation.

Contact us now to schedule your first appointment and take that first step towards a more secure financial future.

Take the first Step

5 Simple Steps to Greater Financial Confidence

Planning for your financial future can be overwhelming and confusing, especially when dealing with multiple professionals at different stages of life. At KOHR Financial, we simplify the process with our proven five-step approach:

Discover - We learn about your current financial situation and goals and provide essential guidance.
Identify - We identify areas where we can help improve your financial picture with the information you provide.
Visualize - We show how your income, assets, liabilities, and insurance work together to reach your objectives.
Implement - You decide which actions you want to take without pressure from us.
Achieve - We execute the chosen course of action and provide periodic reviews and updates to optimize the plan.

Please schedule an appointment with us today to take the first step towards a more secure and confident financial future.