What we understand about financial planning, investments, budgeting, and debt says a lot about our risk tolerance and how we were brought up. Financial planning is about so much more than just picking investments and building a portfolio. It’s about uncovering the subconscious thoughts you have about money and how money serves as an instrument to help you pursue your goals.
At Kinnare & Associates, we use this personal aspect of financial planning to build strategies for you. You will find friends that care about you and your financial success and have centered their careers around helping others.
Contact us today to get your financial planning questions answered.