A solid financial plan should cover all areas of your financial life, address any concerns, provide a path to follow and a follow up process to make sure you achieve your financial goals as you proceed though life.
The process generally has multiple steps:
1) Learn about you, your pas and your goals
2) Collect necessary information
3) Construct plan
4) Present the plan
6) Monitor progress and make adjustments
Common areas covered are:
Debt & Cash Flow
Some types of clients that benefit from this process include:
Successful Families & Individuals
After advising people for almost 20 years, I have seen several bull and bear market cycles. I work hard to protect client accounts from many different risks, including:
Interest Rate Risk
At a basic level, you are paying me to watch the accounts. I monitor all position and major markets several times per week.
Our Fee Only structure allows us to work along side with you to help you achieve your goals. As you do well - so do we. No commissions are accepted for selling products.
Our Commitment to You
The main concern I hear from people is that they do not hear from their advisor. I work hard to pro-actively stay in touch to keep you informed and to make sure that you achieve your goals. I do this through:
Monthly Email Updates
Same Day Response
In Person Meetings
I work hard to make sure that we are constantly in contact and can adjust as life develops. Now, you can have a professional to rely upon.
Kevin W. Miller, CFP
Kevin started his career in 1996 at a large financial services firm selling financial products.
In 2000, he left to start his own independent firm so that he could concentrate on the needs of his clients with independence and objectivity.
In 2002, Kevin earned the CERTIFIED FINANCIAL PLANNER designation to show his commitment of expertise and excellence to clients.
In 2006, Kevin transitioned his firm to a fee-only firm so that his clients we be assured that he is providing the best advice and not earning commission for selling products.
Kevin enjoys travel, fitness, languages, being with his friends and family. He resides in Williamsburg, Virginia with his daughter.