Financial Planning

Our Financial Planning Process

Kimball Creek Partners provides personalized financial planning advice to individuals and families on a fee only basis or as part of our investment management services.

We believe in the importance of financial planning, the process by which one systematically and efficiently builds and manages wealth over time. Our advisors are CERTIFIED FINANCIAL PLANNER TM professionals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Before focusing on investments, we believe it is critical to understand the values, goals, objectives, and current financial situation of each client. We will work with you to create a customized plan that will align your finances with your personal priorities. Our guiding principal is disciplined financial stewardship, balancing current consumption with saving for the future.

Kimball Creek Partners advisors are available to measure progress and, if necessary, recalibrate strategies to align with market conditions and your current situation. We can collaborate with you online no matter where you are. Note: There is no assurance that the strategies or recommendations will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

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