Key Benefits for a Financial Snapshot

KJH Financial Services' Financial Snapshot services involve consultation, analysis, and recommendations in the six areas of financial planning:

(1) Financial Situation

(2) Income Taxes 

(3) Insurance

(4) Investments

(5) Retirement Planning

(6) Estate Planning

We will review the client's present financial situation and issue a written analysis and report of recommendations in accordance with the client's goals and objectives. This service may include an initial consultation and two follow-up visits. The services provided in this regard may include but would not be limited to the following:

• Preparation of an annual net worth statement;

• Create a cash flow statement;

• Review current investment and make recommendations thereon;

• Review client's most recent tax returns and provide tax planning advice;

• Review client's life insurance and disability insurance and make recommendations thereto;

• Review client's estate plan and make recommendations thereto;

• Complete a retirement analysis; and

• Provide education planning advice.

 

KJH Financial Services' Financial Snapshot services provided by KJH Financial Services shall be provided under the terms of KJH Financial Services' "Financial Plan Agreement." KJH Financial Services' Financial Snapshot fees shall be based upon several factors such as the complexity of pertinent circumstances, the responsibility assumed by KJH, the benefit resulting to the client and the perceived probability of certain anticipated complications that may arise. KJH Financial Services will create a written financial plan for delivery to the Client. KJH Financial Services, unless engaged separately to do so, will not be responsible for the implementation of the plan. Client assumes full responsibility for the implementation of the plan.

Generally, KJH Financial Services shall bill an hourly rate of $150, in twelve-minute increments for the Financial Snapshot. KJH Financial Services' hourly rate is negotiable at the sole discretion of KJH Financial Services. The number of hours for a particular Financial Snapshot engagement will be capped at a particular number and a maximum fee for the preparation of a written plan shall be determined at the time of KJH Financial Services' engagement. Both of these elements will be identified in KJH Financial Services' Financial Plan Agreement. KJH Financial Services shall bill clients directly for its  services. One quarter of the estimated fee shall be due upon the full execution of KJH Financial Services' Financial Plan Agreement and acceptance of such by KJH Financial Services; a second payment representing 50% of the estimated remaining balance is invoiced when half of the plan is completed; the remaining balance is billed upon completion of the Plan. Payment is due upon receipt of invoice(s).

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¹ Willye White, Olympic silver medalist ('56 and '64) and motivator behind Chicago's Robert Taylor Homes Girls Athletic Program.

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KJH Financial Services | Registered Investment Adviser | Kimberly J. Howard, CFP^®, CRPC^®| Needham, Ma 02494 | 781.413.4879

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