Financial Planning

Kassouf Wealth Advisors follow a disciplined and holistic approach to financial planning to develop a plan based on the client’s financial realities and ultimate goals.

We understand that a relationship drives trust. We value your trust in our team to discover your personal and financial circumstances and goals, which helps us make informed and unbiased recommendations as we craft your financial plan.

Planning is a continual process that adapts and changes over time as your needs change throughout life. Our team will be here throughout those changes, providing advice and guidance for every transition.

There are many strategic ways to transfer your assets. Our team’s expansive knowledge of financial planning, investment management, estate planning, and tax advisory services is designed to help you make the most of your wealth

Our Financial Planning Process 
Information Gathering

Understanding your personal and financial circumstances, including your income needs and vision for the future


Identifying and selecting your goals, both short- and long-term


Analyzing your current course of action and potential alternative courses of action


Developing our financial planning recommendations


Presenting recommendations including tax and retirement planning, insurance needs, education funding strategies, and estate planning


Implementing our planning recommendations, which involve executing agreed upon strategies and referrals to other professionals, as necessary


Monitoring progress and updating or modifying strategies, as necessary