Client Login

About Us  |  How We Work  |  The Kinney Group Difference  |  A Disciplined Process  |  Our Team  |  Contact Us

We will

Learn about you, your goals, concerns and risk tolerance

• Develop thorough understanding of you and where you are today
• Gather data, documents and statements for analysis

Discuss our recommended wealth management strategy

• Present custom wealth
  management strategy
• Introduce asset allocation plan
• Present investment solutions
• Discuss compensation and value
• Agree to implement solutions

Execute our agreed-upon strategy and set expectations for next steps

• Review first statements
• Organize paperwork
• Review online resources
• Set schedule for future meetings

Meet regularly in progress toward your goals

• Monthly contact
• Quarterly financial reviews
• Semi-annual in-person meetings
• Keep up to date on life changes
• Evaluate our services and value

Our responsibilities

• Be clear on your vision
• Review existing portfolio
  and process
• Gather financial planning data
• Analyze current investments
• Analyze cash flows

• Develop custom wealth management strategy
• Discern appropriate asset allocations
• Design custom portfolios
• Establish cash flow plan
• Bring together specialists,
  as needed (trust and estate, banking)
• Coordinate with attorney
  and accountant

• Seamlessly transfer
  existing assets
• Construct investment portfolios
• Secure outside money managers when used
• Establish needed EFT arrangements
• Confirm reporting mechanisms
• Keep apprised of inception progress

• Maintain effective communication
• Monitor closely
• Be attuned to personal developments
• Be attuned to economic and market developments
• Adjust and rebalance, as indicated
• Listen and understand