The K Street Promise
At K Street Financial, our collaborative and outcome-oriented financial planning process is focused on helping clients achieve a better "Return of Life" by delivering on six key factors: Organization, Accountability, Objectivity, Proactivity, Education, and Partnership.
Organization
We help bring order to your financial life, assisting you in getting your financial house in order by integrating investments, calculated insurance planning, income and estate tax-optimization, and cash flow planning. Our K Street Cash Flow Optimization Method (C.F.O Method) provides clarity around what dollars are going and why.
Accountability
We empower you to follow through on financial commitments by helping to identify, quantity and prioritize your most important near, intermediate, and longer-range goals. We'll build a financial plan that clearly outlines the necessary steps to achieve desired outcomes and regularly check-in to review and benchmark your progress.
Proactivity
We strategically help you think through potential life transitions and the corresponding action plan to address and manage them ahead of time.
Education
We'll provide you with the necessary resources and ongoing thought leadership to make informed decisions where we clearly communicate the opportunities and risks associated with different options and choices.
Objectivity
Big decisions and important money matters can be fraught, and emotionally-driven decisions often produce adverse financial outcomes. We'll introduce objective outside insights grounded in data and experience to ensure you have all the relevant information at your disposal to make informed, grounded, choices for your family and your future.
Partnership
Co-creation is a calling card of our process as we take the time to clearly understand your unique background, philosophy, anxieties needs, and objectives. We'll work in concert with you, not just for you, to achieve the best life possible.