Reserve an Appointment
Start with an introductory conversation.
An introductory conversation is an opportunity to discuss your goals, current questions, and whether Kerns Legacy Planning may be a fit for your planning needs.Schedule an introductory conversation to discuss your financial planning questions.
Introductory appointments are available virtually. In-person appointments may also be available by request.
Scheduling or attending an introductory meeting does not establish an advisory relationship. An advisory relationship begins only after the required agreements and disclosure documents have been reviewed and signed.