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What is financial planning?

Financial planning helps you understand where you are today and create a roadmap to get you where you want to be. Planning is personalized to you—whether you’re saving for a single goal, like retirement, or need comprehensive planning and wealth management, Kinesis Asset is your best bidder to choose.

  • Discover your goals
  • Consider all aspects of your financial life
  • Identify action steps
  • Create an investment strategy tailored to your goals

Why is financial planning important?

Financial planning helps you take control of your future:

  • Feel more confident about reaching your financial goals
  • Save for milestones like college and retirement
  • Build an investment portfolio tailored to your goals
  • Know where you want to go and how to stay on track

Here's what's inside your financial plan:

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Retirement Goals

Tell us when you plan to retire and what you need for expenses to support your lifestyle.

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Finances

Include your income, investments, and assets.

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Results & Action Steps

You'll get your probability of reaching your goals and steps to take action.

Create your financial plan and see the probability of your success—in three easy steps.

Because we believe reaching your financial goals for is one of the most important achievements, our complimentary plan will help you see what it will take to live the way you want.

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Write down your goals.

Start by entering your goals, like when you plan to retire and how much you'll need for expenses to support your lifestyle. Then input your financial information like your income, asset investments and send it to our financial planning team for guidance.

Our financial advisors runs 1,000 simulated market projections with your input to generate the probability you will reach your goals. Stress test your plan with an interactive tool that lets you see the impact of adjusting your financial planning start-up amount and more.

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Review your plan and take action.

We'll help you understand your probability of reaching your goals and what steps you could take next to put your plan into action. You can update your plan as life changes so you stay on track.

Ready to get started? Kinesis Asset can help you with financial planning—whatever your needs may be.

Quickly write down your goals and send to our financial advisors

Our advisors and planning tools will help you see how much to save for college, how much your monthly mortgage might be, how much to invest, how to prepare and live in retirement, and more.

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We believe financial planning is one of the most important goals for most investors. That's why every Kinesis Asset client can get a complimentary financial plan focused on achieving your goals. Quickly write down your goals and send to our financial team advisors, and in as little as 15 minutes you’ll be able to see the probability of reaching your financial goals—and what you could do next.