Simple process. Clear communications.
We check in with all our clients proactively, on a routine basis.
Staying on the same page is very important.
Getting started
Every potential new client receives two free consulting sessions with one of our investment advisors.
First Meeting: We learn about your situation. You get to know us and ask all the questions you want.
Results Meeting: We present recommendations and review our understanding of your goals. Together, we talk about what it’s like to work with Kirkland Financial Advisers and potential next steps.
You leave with a clear idea of how we collaborate on a comprehensive program and decide if we’re the financial planning partner you want to work with.
Long-term service
We typically speak with clients 8 to 10 times every year. Why? So they are up-to-date on investment performance and we know if circumstances require a change in the client’s financial plan.
First Year: We suggest an in-person meeting every three months. You get clarity about your investments and we learn what you’re comfortable with moving forward.
Ongoing Partnership: We reach out to you with monthly updates and periodic check-in calls. We speak with clients 8 to 10 times per year, on average.
Client Events: Every year we host at least one get-together either in our offices or somewhere even more fun. It’s one way we can show our appreciation and stay in touch.
The relationships we forge with clients inform goal-setting, planning, and investments. They also renew our sense of commitment to helping our clients live as well as they possibly can.
KIRKLAND
Kirkland Financial Advisers
1524 Market Street, Suite 100
Kirkland, WA 98033
Phone: 425-820-4384
Fax: 877-265-5676
Renton
Kirkland Financial Advisers
4444 NE Sunset Blvd, Suite 2-033
Renton, WA 98059
Phone: 425-820-4384
Fax: 877-265-5676
Burnsville
Kirkland Financial Advisers
2800 Cliff Rd E, Suite 100 A,
Burnsville, MN 55337
Phone: 612-429-1888
Fax: 877-265-5676
Disclosures
Advisory services offered through Aspire Capital Advisors LLC, a registered investment adviser.
Securities offered through M.S. Howells & Co., www.mshowells.com, a registered broker/dealer. Member FINRA/SIPC.
Kirkland Financial is a marketing name used when offering broker/dealer and advisory products and services.
Aspire Capital Advisors LLC, M.S. Howells & Co. and Kirkland Financial are not affiliated entities.