Kennedy Wealth Management strives to offer services that exceed expectations. We recognize that client needs are diverse and that a one-size-fits-all approach is not in their best interest – some want quick answers to pressing questions, while others want to build a collaborative long-term relationship. We believe the best way to deliver on this goal is to offer services that are consistent with the CFP Board of Standards, Inc. financial planning process. Our services begin with a Financial Assessment and may lead to Financial Planning or Wealth Management; you decide which service is right for you.
| Financial Assessment. Successful Journeys Start with a Compass Heading
Once we know more about you and have a general assessment of your finances, you may realize you want more detailed answers or need more complete help. What we do next depends on your preferences and your style. The good news is that the Financial Assessment provides the context to evaluate and discuss these important next steps.
| Financial Planning. Your Pressing Questions…Our Professional Answers
If you are more of a do-it-yourself type but want deeper analysis, Financial Planning might be the best next step.
| Wealth Management. Your Life’s Work with Direction
If you want to delegate more responsibility and have us take a more hands-on role, you might explore how Wealth Management is right for you.
| Classes at the University of Tennessee. Building an Investment Plan
Please contact the University of Tennessee Non-Credit Personal Development programs for a list of current classes taught by Kennedy Wealth Management. Goto: www.utnoncredit.com and then click on the “Home and Finance” section.
Conclusion. Our flexible approach makes getting started both easy and low-risk. Fee-only means we work in your best interest. Professional qualifications demonstrate our commitment to financial planning excellence. Call us today to get started on your Financial Assessment!