Our Process


Take the First Step Today

Take the First Step Today

We know that people tend to avoid what they don’t understand, and finances can certainly be an overwhelming topic to approach. That’s why we invite you to contact us, sit down with our team, and figure out a clear, easy-to-understand financial plan that works for your needs—with no cost or obligation to you.

You shouldn’t have to assume a financial risk to start reaching for financial security. So, we assume that risk for you by investing our time in creating a plan for your future. If you decide to move forward with your plan, we’ll become long-term partners to support you on your financial journey. If not, you’ve still received valuable guidance and advice with no cost to you.

So what do you have to lose? Reach out to us today to schedule your first appointment, and take the first step towards a more secure, confident financial future.

Schedule A Meeting

5 Simple Steps to Greater Financial Confidence

While many people have taken steps to plan for their financial futures, these efforts are often piecemeal, involving multiple financial professionals, all at different stages of their life. This can leave you feeling confused and uncertain about the steps you’re taking, and whether or not you’ve done the right thing for your future.

At KOHR Financial, we have a proven five-step process that makes financial planning easier, clearer, and more comfortable. We’ll walk through these five steps with you, so that when we’re done, you can feel completely confident in the plan we’ve created together:

  1. Discover – We get to know you, your current circumstances, long-term financial objectives, and other important information, while sharing some basic financial guidance.
  2. Identify – We identify areas where we think we can help you improve your financial picture. The more information you provide, the more precise our advice will be.
  3. Visualize – We help you to better understand how your income, assets, liabilities, and insurance work together to get you to your objectives, as well as how we can optimize and coordinate them to get you there faster.
  4. Implement – Now you choose what actions you want to take. We won’t put any pressure on you, so you can decide for yourself which options feel right for your needs.
  5. Achieve – Once you’ve chosen your course of action, we get to work. We’ll open accounts, set up insurance plans, and implement any other desired action items. Then, we’ll continue to provide periodic reviews and updates to optimize your plan.

So what do you have to lose? Reach out to us today to schedule your first appointment, and take the first step towards a more secure, confident financial future.