The Onboarding Process
Whether you are local to Southern California or live across the country, we look forward to meeting you in person or virtually. Kemp Financial Management serves clients just like you all over the United States, but no matter where you live, the process starts right here.
Getting to Know You
Your introductory meeting is an opportunity for us to get to know each other better, understand what’s most important to you, and mutually decide if there is a strong foundation for working together.
Designing your Plan
The information you provide helps us to fully understand your desires and overall financial situation so we can design your personalized and comprehensive action plan.
Your Action Plan Presentation
Your personalized action plan is presented, which includes portfolio recommendations designed specifically around your goals, objectives, and financial situation.
Begin Your Transformation
When you are ready to implement your new plan, you will sign the documents that allow us to get started and welcome you to the Kemp Financial Family.