Service Levels and Compensation
If you don’t know where to begin, don’t stress! Book a meeting here: NEW MEETING
We have helped hundreds of families and individuals organize their finances and align them to their goals. We can usually diagnose major issues quickly, and help you understand your options. If we are the right group to help you, great! If not, we’ll try and point you in the right direction
Planning and Review
A 3-month engagement consisting of 3 in-person (or virtual) meetings.
Our process includes identifying goals and values, organizing financial information, comprehensive review of investments, and presentation of the final plan & recommendations.
This plan includes 3-months of phone and email support. You will also have 18-months of access to our web based financial planning software “WealthVision”-powered by eMoney.
The initial flat fee for this service is $5300. Follow up planning reviews (recommended once per year) are $3200.
Comprehensive Financial Planning
and Investment Management
Through our collaborative process, we work with clients to build, implement and refine their financial plan.
This includes ongoing Financial Planning, Portfolio Management, Retirement Planning, Estate & Legacy Planning, Education Planning, Charitable Giving Strategies, and coordination with your accountant and attorney(s) as needed.
Most client’s don’t need all the the above, all the time. Our goal is to anticipate when they do and blend it into their financial strategies
Our partnership fee is determined by the Assets Under Management (AUM) for each account held with us. We employ a Tiered Fee Schedule (see below)
Kimball Creek Partners' Tiered Fee Schedule
The best time to plant a tree was 25 years ago. The best time to book a meeting for financial planning is today.
Services and prices are for informational purposes only. Specific costs of services may vary based on the complexity of the engagement.