My Responsibility is to provide for the financial well being of my assigned Knights of Columbus Members and their families. I do this by coordinating existing employer and government benefits with each member’s personal assets and liabilities to create a sound written plan that guarantees that the family financial goals will be attained.
This is accomplished through a yearly planning session where we update the Family Service Record and revisit the family’s financial goals to make sure that they are still on track with the master Profiles + Forecaster plan. The process is then finalized with the delivery of a written updated analysis and any recommendations that may be appropriate to help maintain continuity with your families future goals. All plans are designed to achieve YOUR goals and objectives. Remember, as your councils Fraternal Benefits Advisor, I am here to help you attain your Family, Fraternal and Financial goals.
Contrary to popular opinion, Financial Planning is not expensive,
is not complicated and is one of your many Free Fraternal Benefits.