The Klink Method
Our goal is to be the hub of everything financial that touches our clients’ lives.
We strive to make complex money questions simple. We try to take worry out of the equation so you can have greater clarity and confidence in your financial life.
Our 3 D System
We use these 3 D’s to help folks reduce the stress of finances and control their lives in a way that puts the most important things front and center:
Discover everything that moves our clients and the key outcomes they would like to achieve.
Design a strategy that prioritizes their success through a combination of:
- Investments
- Tax
- Estate planning
- Philanthropy
- Business planning
- Family values transfer
Deliver ongoing execution of that plan so that clients can feel confident about who’s taking care of the details that comes into contact with their financial lives.
Getting Started
1) Introductory Call + Discover
First, let’s chat.
We want to know what’s top of mind for you and the biggest problems you’re trying to solve.
If we hit it off and there’s a good fit, we schedule a more formal meeting where you share some additional information about your life, finances and goals.
After that call, if there’s not a fit, that’s a good outcome too!
Really, we’re happy to refer you to a professional better suited to your situation and can provide an introduction so your journey heads in a positive direction. In either case, we can help find the solution that works for your needs.
2) Formal Introduction + Design
This is the step where we dive deep into everything you have going on in your financial world. We want to find out:
- What is your life story?
- What have your experiences been?
- What are your top unsolved problems?
- How have you tried to solve those problems already?
- How do finances work in your family?
Ultimately, we will work together to create a list of key outcomes and strategies to pursue them. We want to create a plan that takes into account your preferences and experiences, and then design a system we can implement to help you achieve your goals.
When we’ve got alignment on the plan, it’s time to deliver.
3) Implementation + Deliver
It’s our job to implement your plan.
There will likely be several action steps to orient your financial life. As much as we can, we’re going to do that for you.
Setting up accounts, ongoing management, tax estimates, payments. We prefer to do anything we can do on behalf of our clients, to take that off your plate.
You hire us to make your life simple. We deliver the plan so you can get back to your why and know the aspects of your financial life are under our watch.
4) Ongoing Advice
We want to be the first and last source of information and execution for anything important to the financial lives of our clients.
Typically, we meet with our clients twice a year and more often when large life events happen.
All clients have my cell phone number and are free to call or email anytime to ask, “Hey, Klink, what do you think about…?”