Subscription Based Pricing for Individual Financial Planning

Would it be nice if you could find a partner that could assist at moment notice? By paying subscription to one our plans, you will know exactly how much you’re going to pay each month, setting and meeting goals, while having your partner assist with your goals?

KA Partner, LLC believes financial and investment advice should be available to everyone, even if you are just starting out and still finding where you want to go. We also believe that our clients’ interests will ALWAYS come before us.

Because of these values, we’re joining the Netflix structure!

We’re calling this pricing structure F-TEAM, because it’s meant to move you forward to your financial goals. It is a subscription based model, where you pay a discount price each month for financial and investment advice.

Here’s how it works:

1. We have an initial meeting to work on pinpointing your financial dreams, and to discover where you’re at financially.

2. We develop a roadmap to achieve your these goals in manageable and achievable steps based on your current and prospect state.

3. We update your status quarterly to see where you are and where we can improve!

Here are some examples of what the roadmap might include:

• Creating a budget

• Determining which financial product available to you would work

• Choosing what type of insurance you need

• Assessing how much you should be saving

• Deciding how much to put aside for your retirement goal

• Working on your tax planning

• Asset Allocation

Whatever it is that you need help with, we provide that help.

With F-TEAMS, you’ll pay the same amount each month after your initial set up fee:

One upfront fee of $150 to get started, and with plans starting at $75 a month going forward to propel you towards meeting your financial goals. This can be at least $200 off our hourly rate! You can cancel at anytime. We believe you will be delighted with your progress and having support to tackle any financial challenges life brings.

If you are hoping to get your finances in order, learning how control with your money, F-TEAMS is perfect for you.