What you will experience

With us you are heard and fully supported. We begin with an in-depth understanding of what’s important about money to you, your goals, past accomplishments, relationships, assets, interests, and how involved you’d like to be in managing your wealth.

With this thorough knowledge your expectations are documented in an Investment Policy Statement (IPS).  From there, we then create your model portfolio flowing from your unique situation.

Acting as your Chief Financial Officer, we consult with specialists on our team of experts to create solutions for your financial issues based on importance and impact.

For over 30 years Kathleen has developed the skills to help you accurately identify and move forward on the five major concerns of the wealthy.  They are:
	Preserving Wealth: helping you produce the best possible returns in concert with your tolerance of volatility and passion about your goals.
	Minimizing Taxation: allowing more wealth for other goals.
	Effective Wealth Transfer: making sure your estate is passed to heirs with minimal difficulty and costs.
	Wealth Protection: from creditors, law suits, children’s ex-spouses, catastrophic loss etc.
	Charitable Giving: how to effectively use resources to impact the issues you are passionate about while honoring the legacy you wish to leave.

Our Fees

Our Systematic Consulting Process

Now we corregraph your unique dance steps.
	Before the appointment, we will send you a list of important documents to bring to this meeting. This is all about you. We want to know you, so we can create a customized, perfectly tailored plan for your continued financial success.
Reviewing, analyzing, and assessing the results of your Discovery Interview. The results are captured in a graphic we call a Total Client Profile (TCP)
	At our second meeting, we present what we have created for you: Total Client Profile (TCP) Investment Policy Statement (IPS) Model Portfolio - Based on your TCP and IPS, we give you a model portfolio, using solid financial principles and sound academic input, to guide all future investment decisions.
Although this is an exciting moment, you are urged to wait, allowing some time for reflection to assure it is a perfect fit.
	At this point we will be ready to make a mutual decision about whether Kathleen Lenover, Inc. can add substantial value. If so, the financial dance begins with ease and grace by putting your investment plan into motion.
	At this meeting we help you get your paperwork organized.  We also provide support and instructions for on-line access.
	On-going meetings will be scheduled at intervals convenient to you.  We will be consulting with our team of experts relative to specific issues you and your family face, and will provide solutions for those challenges.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell
any security or instrument or to participate in any particular trading strategy.

Kathleen Lenover, Inc. is a Registered Investment Adviser. Investment Adviser Representatives of Kathleen Lenover, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Kathleen Lenover, Inc. and NPC are separate and unrelated companies.

CFP, CERTIFIED FINANCIAL PLANNER and are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Kathleen Lenover, Inc. all rights reserved, copyright 2011