Start Your Retirement Plan
Available 24/7 from the comfort of your home
Start My Retirement Plan
Although not required, we encourage you to use one of our Retirement Profilers to help you set the vision, goals, and purpose in your retirement. Establishing a good foundation for your retirement will help build and execute your plan.
When you are ready, you can start developing your financial profile in our planning software. No-charge access for 90-days. You'll be able to view your financial Blueprint and Snapshot Report.
Start My Retirement Plan is designed for profile input, data organization, and informational and educational output only. This is not a personalized retirement plan, investment recommendation, tax strategy or income plan. No individualized fiduciary advice is provided through the software alone. For fiduciary financial planning advice, you may schedule a no-cost appointment to review the outputs and determine if fiduciary retirement planning services are a good fit for you.
- 1. Design your retirement plan foundation with your vision, goals, and purpose with our Retirement Profiler, a no-charge resource to get you started.
2. Christian Retirement Profiler is a good starting point for faith-based individuals wanting to reflect on scripture as they build their retirement foundation. Found in our Faith-Based Resources library.
When you are ready, you can start developing your financial profile in our planning software. No-charge access for 90-days. You'll be able to view your financial Blueprint and Snapshot Report.
- 3. Create your RightCapital account here: RightCapital signup
Start My Retirement Plan is designed for profile input, data organization, and informational and educational output only. This is not a personalized retirement plan, investment recommendation, tax strategy or income plan. No individualized fiduciary advice is provided through the software alone. For fiduciary financial planning advice, you may schedule a no-cost appointment to review the outputs and determine if fiduciary retirement planning services are a good fit for you.
What to Expect During "Start My Retirement Plan"
Once you have input your financial data, you will be able to view some basic information about your current financial status:
- 1. View your Net Worth, financial Blueprint, and a Snapshot Report
2. See your current Savings Rate, effective federal tax rate, and other metrics
3. Explore your risk tolerance level and see your household risk score
4. See the current asset allocation, concentrated positions, and tax allocation of your investment portfolio
5. Set the stage for retirement planning dialogue with a financial professional who can create scenarios, run projections, provide fiduciary advice, create a written plan and help you implement the plan.
New to the Planning Software?
If this is your first time using the planning software, this brief video will help you get started. Linking your accounts is key to accurate retirement planning.
View our help videoReady for Professional Advice?
Once you have completed the data entry and viewed your Blueprint summary, you may be ready for professional fiduciary advice. When you are ready, you can schedule a no-cost no-obligation consultation to discuss possible next steps to complete your plan. Schedule a consultation to discuss your data provided and what next steps are prudent for your specific situation.
Three Ways You Can Proceed
Three ways you can develop your retirement plan include the following. Start with as little as you need and you can progress to higher levels of advice and ongoing support.
Begin on your own
KFP Client
Ongoing
Use our planning software to enter your financial information, view your financial "blueprint," current status, asset and tax allocations.
90-day access No Charge.
No access to a financial professional
Start
90-day access No Charge.
No access to a financial professional
Start
We review your information, perform the 7 Pillars Retirement Planning® process, provide personalized fiduciary advice, and a written Initial Plan (per contract terms).
Flat-fee tiered pricing starts at $1,250
A financial professional performs the services
Client Pricing
Flat-fee tiered pricing starts at $1,250
A financial professional performs the services
Client Pricing
Adds implementation and periodic reviews of your Initial plan with a
yearly plan update. Access to our Client Planning Hub.
Investment management available with assets held at Charles Schwab.
Flat-fee tiered pricing starts at $1,250
A financial professional performs the services
See Ongoing Support Services
yearly plan update. Access to our Client Planning Hub.
Investment management available with assets held at Charles Schwab.
Flat-fee tiered pricing starts at $1,250
A financial professional performs the services
See Ongoing Support Services
Schedule a Consultation
Contact Us TodayIf you would like to schedule time together to discuss your current situation and possible next steps with KFP, you may use the scheduling link to request a meeting at a time that works well for you.