At Ko-Advisors, we believe in the power of multi-generational planning to help families build lasting legacies. Our goal is to help ensure that your hard work not only benefits you today, but sets your children and future generations up for financial success years to come— no matter where you’re starting from.

Our Process
A Customized Roadmap to Your Financial Future
We’re passionate about helping our clients get to where they want to be. To give us a better understanding of a desired destination and the tools we can employ to reach it, we developed a process that is general enough for each of our clients to follow but also customizable enough to tailor our service to their needs. Here are the steps in our proprietary process!
1. Get Acquainted
It all starts with a conversation. This is a no-obligation, complimentary first meeting or phone call to get to know one another and explore what a relationship between us might look like.
2. Organize
Once we understand your goals and circumstances, it’s time to get your financial house in order. We will assist in locating and organizing all your assets so we can either leverage them or reposition them.
3. Customize
We spend a great deal of time helping you identify your goals and values in order to develop your tailored road map to success. That roadmap is based on your goals, risk tolerance, current position and more.
4. Analyze
This is the part of the process where the planner goes to work crafting your plan. We look to help you realize your current trajectory towards your goals and identify your current strengths and weaknesses
5. Implement
A financial plan is as worthless as the pages it’s printed on unless it’s properly implemented. We’ll work with you to put our recommendations into action, or we can give you a recommended blueprint to achieve this on your own.
6. Modify
Naturally, things change. We will continuously monitor and update your plan as your situation and goals evolve. We also offer consultations and periodic tune-up suggestions if you prefer to do it yourself.
Our Team
Get to know your committed team
Our Plans
Choose One That Works Best for You
We offer an array of plans when working with us. See below, and remember we can always customize to your needs!
Jump Start
Married: $1,000 or $100/month
Blueprint
Married: $2,500
Retirement Roadmap: $3,000
Tune-up: $500