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investing, financial services, & minimums

client documents

financial planning & minimum engagements

fees for advisory services

being a good client

avoiding identity or investment frauds

meeting & working with financial advisors

referrals to other professionals

sri readings & publications

personal finance resources 

responsible philanthropy

referring people to us

guest speaker for your organization

directions to the office

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Financial Planning Profile Just print it, complete it, and mail or fax it back in time for our scheduled consultation.

On Being a Good Client Learn what my expectations are of my good clients. Also essential information on protecting yourself from identity and other fraud.

Your Financial Planning Experience Gives a pretty good idea of how the financial planning process works.

Advisory Fee Schedule Please call me to discuss or clarify anything.

Secure File Upload

Please call me for instructions on using our easy and secure file sharing service when you need to upload any documents that contain personal and financial information. (Emailing unencrypted documents is not as secure as our secured upload service.)

Client Newsletters

Recent cover letter to clients accompanying periodic reporting.
April 2008, January 2008, October 2007, July 2007, April 2007, January 2007, October 2006, July 2006, April 2006, January 2006, October 2005, July 2005, April 2005, January 2005

First Affirmative Financial Network Affirmative Thinking Client Newsletter

First Affirmative Financial Network Market Commentary

KMS Client Quarterly newsletter

Supplemental Material

KMS ADV Part II and Schedule F

Client filing and record keeping suggestions. This document gives some general guidelines. Please verify details for your own situation with your attorney and/or tax advisor.

Useful Resources

The Aging with Dignity "Five Wishes" advance medical directive (living will) and health care agent designation form.

Note: Some of these documents are in the standard Adobe Acrobat ".pdf" format. If you haven't done so already, you can download and install the free reader from Adobe.com. Let us know if you would rather have us mail a printed copy of anything to you.

info, requests, and contacts

Community Investing Achiever in the Social Investment Forum 1% For Community investment campaign since 2002.

Calvert Foundation Advisor of the Year in 2004.

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