WHY KEVIN DOES IT:
Kevin can't tell a client what they need unless they understand where they're going. Kevin understands that although everyone is different, we do share one common objective - to look after ourselves and our families.
HOW KEVIN DOES IT:
Kevin takes a look at a clients unique situation and develops a plan to make sure it's structured correctly - so if anything goes wrong they will be okay. Kevin works alongside accountants, lawyers, finance and insurance specialists to make sure everything's covered
WHAT KEVIN DOES:
Kevin discusses where a client is at, and where they want to go, across areas:
Each of these subjects can be complex, and people often put them into the too-hard basket. Kevin's job is to connect the dots to help a client get there.
Kevin is with a client all the way. He'll help them review their plans to keep them on track.