Tag: Financial Planning
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How We Help Clients: The Service Calendar
Bad strategy can sink a financial plan fast. But a great plan can still break if the right things don’t get done at the right time. A Roth conversion that never happened because no one circled back in December. A forgotten RMD. An old 401(k) sitting unmanaged because it wasn’t “urgent.” A beneficiary designation from…
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What does Kraft Capital really do for Clients?
“So, what do you actually do?” This is the most common question I get from people who have read a few of my articles or know that I’m an advisor. Over time, I’ve realized that most people have a limited understanding of what a financial advisor can actually help them with. This is at no…