Client Portal

Your Secure Portal to Client Planning Tools

Available 24/7 from the comfort of your home

Client Portal

If you are a client in the Planning process or with an established Plan, these are the primary tools you will use to confidentially view your Plan, pay invoices, and send us your any confidential documents.

Planning Software

Input data. Link your accounts. Take a Risk Assessment. View your Plan.

Pay Invoice

Pay your KFP invoice electronically.

Send a File

Send us a PDF file confidentialy and securely. No login required.

Send Files

Help Video for Onboarding your Data

10-min video

Schedule a Plan Review

If you would like to schedule a meeting outside of your normally scheduled Plan Review meeting, you may view our calendar and pick a time slot that is convenient for you.