Here at Kinnect Advisors, we’ve developed an end-to-end technologically-based process, that can enable us to create highly personalized, fluid and organized financial plans. Ours is a culture of collaboration, so we work as a team to bring you insights from nearly a century of combined experience, and a comprehensive approach that brings clarity and instills the confidence you need to make progress toward your goals.

At the beginning of our relationship with you, we take the opportunity to get to know you, your unique needs, values and aspirations for what financial wellness means to you. We assess your current financial situation

At this stage, we collaborate as a team, bringing decades of experience and insights together to form an ideal investment strategy based on your financial situation, goals, time horizon and risk tolerance. Then, we present these recommendations to you.

We believe organization makes action possible. Using industry-leading technology, we play back to you the information gathered in Phases 1 and 2—organizing your goals into a plan, establishing a timeline and outlining your risks and our recommendations.

An important part in our process, the mutual commitment step, gives us the opportunity to build greater trust and understanding. We’ll review our recommendations, compensation model, and your expectations to help ensure alignment.

We go to great lengths to make implementation as simple and as fluid as possible, guiding you through the necessary paperwork and processes to put your plan into motion. Our capable, organized team will guide you closely during this key phase.

We’ll continually monitor your plan, communicate with you and make adjustments as needed. We’ll also establish a cadence for reviewing your progress toward your goals for financial wellness and independence, so you can always make informed decisions.