Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it is convenient for you. Here is what you can expect during our time together.

Initial Call

Are We a Good Fit?

15-minute phone or video call

  • Get to know each other
  • Highlight needs & services offered
  • Determine whether to meet
  • Establish next steps

Planning Meeting

Getting to Know You

60-minute in person or video call

  • Your perspectives & experiences with money
  • Your values, goals & concerns
  • Your current life circumstances
  • Cost of services & mutual expectations
  • How Kuhn Advisors can help your situation
  • Determine whether to work together
  • Gather data

Recommendation Meeting

Present Recommendations

60-minute in person or video call

  • Present recommendations
  • Sign advisory agreement
  • Create timeline to implement plan
  • Schedule first review