Achieve your dreams with personalized financial planning
Services
Tailored financial solutions
Experience clarity, confidence, and creativity on your path to financial freedom with our dedicated team of experts and personalized OnePlan™.
Our Team of CFPs offer comprehensive financial planning aligning your financial goals with the right financial strategies for clarity confidence and creativity.
Customized, values-based investment management uniquely designed to align with your financial goals.
Experienced tax professionals helping you keep up with everchanging tax laws, avoiding tax surprises, and capturing tax opportunities to pay the least amount of tax over your lifetime.
Personalized insurance strategies, ensuring lifelong protection tailored to your needs.
Integrated financial solutions that handle the complexities of your small business’s financial needs.
About
Dedicated to your continued financial success
Our team of CERTIFIED FINANCIAL PLANNERS™, including CPAs, Enrolled Agents, and Health Insurance Experts, collaborate seamlessly to prioritize your financial success with tailored strategies that leverage each member’s unique expertise.
Individualized OnePlan™ approach
Diverse specialties
Commitment to collaboration
Process
Your financial journey
With our OnePlan™ process, our Financial Planners focus on understanding your unique financial landscape to guide you toward your goals. By examining all six dimensions of your financial world, we offer clarity, confidence, and creative solutions.
Needs Analysis Meeting
- Tell Us Your Story
- Discuss “Goals & Gaps”
- Learn About Our Process
- Connect Your Advisory Team
Digital Data Gathering
- Full Financial Inventory
- Establish Data Connections
- KFG Client Center
- Introduce Service Team
Case Class
- Create Financial Snapshot
- Top 5 Planning Gaps
- Professional Collaboration
- Prioritize Strategy Sessions
Financial Snapshot Meeting
- Review Financial Snapshot
- Discuss Top 5 Planning Gaps
- Begin 1st Strategy Session
- Define Planning Relationship
Strategy Session Meetings
- Topic-based Deeper Dives
- Education. Advice. Service.
- Integrate 6 Key Disciplines
- Implement Best Ideas
Progress Review Meeting
- Updated OnePlan™ Evaluation
- Celebrate Early Successes
- Confirm Data Connections
- Establish Year 2 Review Cycle
Don’t miss an episode
Are you ready to take control of your financial future? Look no further – The Wise Money Show is here to empower you on your journey to financial success! Brought to you by the trusted experts at Korhorn Financial Group, this show is your ultimate guide to making wise financial decisions to help you achieve your goals.
Insights
The Wise Money Blog™
Get the practical financial guidance you need to make confident money moves.
