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Project Based Financial Planning

Sometimes you don't need (or want) an ongoing relationship. I offer project-based Financial Planning to those who have questions about a particular topic regarding their finances.

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The list below is some of the more common scenarios that you might be interested in talking about, but feel free to reach out if there is something on your mind that you aren't seeing.

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*Tax Preparation and Investment Management are NOT offered to those who choose project-based Financial Planning*

Project-Based Financial Planning
Topics that you might want to discuss:

 

  • Tax projections

  • Tax planning

  • Student loans (including tax filing scenarios)

  • Insurance (I advise on but do not sell insurance)

  • Retirement projections

  • Retirement planning

  • Debt payoff plan/strategy

  • Workplace Benefits

  • Health Insurance

  • Auto/Home Insurance

  • Investments

  • College Planning

  • And anything else that your money touches!

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K-12 Planning LLC (“K-12 Planning”),  is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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