{"id":2249,"date":"2016-06-04T20:19:05","date_gmt":"2016-06-04T20:19:05","guid":{"rendered":"http:\/\/realwebclientnews.com\/rpa3\/?page_id=2249"},"modified":"2026-09-30T21:30:58","modified_gmt":"2026-09-30T21:30:58","slug":"individual-planning","status":"publish","type":"page","link":"https:\/\/jkrco.com\/index.php\/financial-planning\/individual-planning\/","title":{"rendered":"Individual Planning"},"content":{"rendered":"<h3><strong>Your first meeting is free, with no obligation<\/strong><\/h3>\n<p>We&#8217;ll sit down (in person or by video), listen, and help you sort out your priorities. You&#8217;ll leave with a clearer picture, whether or not you become a client.<\/p>\n<h3><strong>Bring what you have<\/strong><\/h3>\n<ul>\n<li>Your questions and worries<\/li>\n<li>Recent account statements<\/li>\n<li>A rough idea of your goals, short and long term<\/li>\n<\/ul>\n<h3><strong>What to expect<\/strong><\/h3>\n<ul>\n<li>Honest answers, not a sales pitch<\/li>\n<li>A clear explanation of any service we recommend, including costs and risks<\/li>\n<li>No pressure. Take your time.<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">When planning for your personal financial future, some successful actions are: <\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Build an emergency fund <\/span><\/li>\n<li><span style=\"font-weight: 400;\">Pay down debt <\/span><\/li>\n<li><span style=\"font-weight: 400;\">Max out 401(k) Contributions<\/span><\/li>\n<li><span style=\"font-weight: 400;\">START SAVING NOW<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Figure out a sensible investment strategy<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Diversify your portfolio\u00a0<\/span><\/li>\n<li>Lower investment expenses<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Your first meeting is free, with no obligation We&#8217;ll sit down (in person or by video), listen, and help you sort out your priorities. You&#8217;ll leave with a clearer picture, whether or not you become a client. Bring what you have Your questions and worries Recent account statements A rough idea of your goals, short [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":2247,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-2249","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Free Financial Planning Consultation | JKR<\/title>\n<meta name=\"description\" content=\"Meet a JKR advisor at no cost and no obligation. 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