We designed the XY Now Plan specifically for young professionals and families under 45. We believe a comprehensive financial plan is essential at all life stages especially as a young professional or those who have a growing family. Our goal is to guide you towards developing practical financial habits so you can pursue your dreams.
We will work with you to build a personalized financial plan in order to reach your savings goals, pay down debt, establish a budget, and more. Along with the financial planning services, you can also choose to add investment advisory and tax services to your plan. Located in the same building as KMH is our tax and accounting affiliate, Keller & Associates CPAs, PLLC. The benefit of a financial planning and a tax planning firm being affiliated and being located in the same location offers clients one-stop-shopping to serve their various financial needs. XY Now clients receive discounted tax planning and preparation.
Several of our CFP, CPA, and CFA professionals are under the age of 45 themselves, making them the best fit to work with you because they understand your needs and your stage of life. Once you attain $500,000 in investable assets or reach the age of 45, you can choose to continue your relationship with KMH Wealth Management, LLC as an Assets Under Management or Financial Planning client.
Whether you are just starting out on your financial journey, or you already have accumulated assets, it is never too early or too late to establish a plan for the future.