Our Client Process

Our consultative approach is designed to continually fit our capabilities to your needs and objectives.
Our process helps you accomplish three important things:

• Understand your true financial goals
• Create the best plan for achieving those goals
• Continually measure progress toward your goals

The Kenjol consulting process helps you make smart decisions with your money.

1. Discovery meeting – Kenjol will look at where you are, where you want to go, and how Kenjol can maximize the possibility of getting you there.
   
2. Investment plan meeting – Kenjol will review your personalized investment plan in the form of an Investment Policy Statement with recommendations for how we can achieve your goals.
   
3. Mutual commitment meeting – Kenjol will make a mutual decision with you to work towards achieving everything that is important to you.
   
4. 45-day follow-up meeting – Kenjol will answer any questions you may have regarding the implementation of your Investment Plan.
   
5. Regular progress meetings – Kenjol will review and answer any questions you may have about your progress.

For information on the Kenjol team, click here.