Relationship First – We will spend time to get to know you and your priorities. Our clients are our friends, family and neighbors and we expect to have them for life.
Independent – We are an independent, fiduciary fee-only firm that is compensated by and answers only to our clients. This aligns our interests with you and your long-term financial success.
Comprehensive – By looking at your entire financial picture before making recommendations we construct personalized solutions that maximize your lifetime financial well-being and organizes your lifestyle.
"While I had high expectations of working with Kowalski Financial, they managed to "surprise and delight" even me, which is not easy. At the time I made the decision to make the move, I was also grieving the loss of several family members. Besides the emotional turmoil, I now faced some significant decisions regarding my portfolio and overall financial planning. As a single Mom of two, I had decided to leave my 30 year executive position, and focus on my families private foundation. You could say I am 'type A" so for me - I expected my financial plan to be analyzed, enhanced and my own road map. They delivered and the process was great! I was a partner in every way. With the introduction of tax and estate planning partners to my team, I have never felt so confident and at ease my dreams are in the hands of the best financial team ever"