our process

it's not about having a certain amount of money, or about reaching a certain age; it's about planning for a future that you envision.

R.W. Kim & Company works on an hourly fee basis for the design and analysis of financial strategies to achieve its clients' goals. By separating design and analysis from product purchase, we remain objective, thereby maintaining our independence. At the end of the financial design process, and after a review of strategies and recommendations, you make the final choice about which products are right for you. If you want to take the next step with us, we're happy to facilitate the purchase of products and services for you.

We don't leave you hanging at that point, either. It may sound trite, but we're not here to "collect your money and run," we're here to help you reach for your dreams. We want to move into your vision of the future with you. That means regular financial reviews. You set the schedule: annual, semi-annual, or quarterly. We want to ensure you're on track to meet your goals, and that those goals haven't been derailed by the inevitable changes life brings.

Only you can know whether you're ready for a financial advisor. But chances are, if you're asking the questions and doing the research, then you are ready—because it's not about having a certain amount of money, or about reaching a certain age; it's about planning for a future that you envision. So whenever you begin, and however you begin, initiating the action brings the reality of your vision a step closer.