What to Expect

For most clients, we embark on the financial planning process together with the account analysis process as we learn about all of your assets. This can be enlightening – and even surprising – as assets might be uncovered you didn’t realize you had.

1. Provide statements or tax forms so we may review the ownership of assets.
2. Consolidate “like monies” from various sources – whether we’re consolidating all your stray 401ks into your current 401k or rolling over retirement funds into IRAs, even making calls or completing forms to get it done.
3. If you have multiple non-retirement accounts, we can help you consolidate those whether they’re at brokerage firms, mutual fund companies or stock held directly. Put an end to multiple 1099s at tax time!
4. While we’re at it, we’ll be discussing your goals so we can analyze your current financial picture and develop a plan that offers you a few possible scenarios.
5. Within a few weeks, you’ll feel like you’ve conquered many stumbling blocks and start seeing your whole financial picture.

We understand change is hard and for some, these weeks of moving monies around and possibly learning how to do things a little different than you did before can make you nervous. But when we meet again to review your first statement, you’ll feel relieved to see all of the assets that we’ll manage in one statement.  Our statements can include your current retirement plans, too, if you would like to hire us to manage those. Best of all, you’ll see our fee structure is clear and transparent so you’ll always know how much you’re paying Kendall Capital.

1. Review statement and address any remaining account forms or calls to consolidate.
2. Address your statement preferences whether paperless or via mail.
3. Enroll in the Kendall Capital Client Portal so you can view your accounts in between quarterly statements.
4. Enjoy the fact that from now on, not only will you have a concise picture of what you own but you’ll also now see the performance of your investments for years to come. Many investment firms only show gains and losses, they do not easily show your personal investment performance over a long time frame.

You can count on prompt personal service when you call our office whether it’s a quick request for funds or a more in-depth conversation about a job opportunity. If we don’t have the answers, we’ll refer you to someone who can help.

1. Review meetings – We’ll schedule review meetings, based on your needs.
2. Financial Plan update – We will periodically check-in to see if our clients are on target.  If there is a significant change or new goal, we will update their plan, as well.
3. Getting it Done – We don’t just talk about wealth management, we make it easy for you to take advantage of tax and estate planning strategies throughout the year. Whether it’s combining your Required Minimum Distributions (RMDs) with Qualified Charitable Distributions (QCDs) or coordinating with your CPA how much Roth Conversion should be done this year, we’ll give you peace of mind and take the burden off your shoulders.