KFP's 7 Pillars Investment Planning® Guide shows our portfolio design strategy and how we support investment management
7 Pillars Investment Planning® Guide
Your retirement portfolio should begin with more than investments and market projections.
A retirement portfolio should do more than follow an index or chase the market’s latest winners. It should be designed around the life your Retirement Plan is intended to support the income you may need, the risks you can reasonably accept, the flexibility you want to preserve, and the long-term growth your future may require.
The 7 Pillars Investment Planning® guide explains how Kastler Financial Planning connects retirement planning with portfolio design and ongoing investment management. You will see how a planning-first process helps define the work your money needs to do and provides a disciplined framework for portfolio design, implementation, monitoring, and rebalancing over time.
The 7 Pillars Investment Planning® guide explains how Kastler Financial Planning connects retirement planning with portfolio design and ongoing investment management. You will see how a planning-first process helps define the work your money needs to do and provides a disciplined framework for portfolio design, implementation, monitoring, and rebalancing over time.
At Kastler Financial Planning, we believe investment decisions are most meaningful when they are grounded in the Retirement Plan they are meant to support. Reflecting KFP’s Planning First philosophy and The 7 Pillars Planning Framework™, this guide begins with your retirement priorities, not with a product list or market predictions. It is designed to help you understand KFP’s approach and provide a thoughtful starting point for future planning conversations if you decide to explore working together.
What You'll Learn in the 7 Pillars Investment Planning® Guide
Inside the guide, you will see how your Retirement Plan helps define the portfolio’s job and how income needs, time horizon, risk, taxes, liquidity, values, account structure, and preferences can shape investment decisions. You will learn the five principles that guide KFP’s approach, how diversified Core Portfolios and optional Satellites serve distinct roles, and how each Satellite is evaluated for purpose, fit, risk, cost, and discipline.
The guide also walks through KFP’s seven-step investment planning process, provides illustrative Core and Satellite examples, and explains what clients can expect from portfolio recommendations, implementation, custody, an Investment Policy Statement, ongoing monitoring, rebalancing, and the potential use of a time-based Bucket Strategy.
When you are ready, complete the form below to receive your no-charge copy of 7 Pillars Investment Planning® and explore how a planning-first investment strategy can help support the retirement you envision.
The guide also walks through KFP’s seven-step investment planning process, provides illustrative Core and Satellite examples, and explains what clients can expect from portfolio recommendations, implementation, custody, an Investment Policy Statement, ongoing monitoring, rebalancing, and the potential use of a time-based Bucket Strategy.
When you are ready, complete the form below to receive your no-charge copy of 7 Pillars Investment Planning® and explore how a planning-first investment strategy can help support the retirement you envision.