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Who We Serve

Kucharski Financial Services has the privilege of working with a range of clients- from first time savers to high net worth individuals. Over the past 33 years, we have successfully built our practice and find that we work best with individuals who share our values and planning objectives. Our clients are goal-oriented, coachable, and are motivated to get started.

Goal Oriented

Goal Oriented

Knowing where you are and where you want to get to are the fundamentals of financial planning.

Where do you see yourself in five, ten, or fifteen years?

Do you have a plan in place to fund your retirement or other planning goals?

Do you know where you stand financially?

Are your household finances organized?

These are some of the questions we will examine together as we work to understand your needs and goals.

Coachable

Our clients understand the value of professional guidance and working with our team. As the financial landscape becomes increasingly complex, so does the importance of working with a financial planner who intimately understands your unique situation and needs.

Motivated

We enjoy working with clients who are excited about moving forward with their financial plan. While the majority of our clients have significant resources to invest, we have no asset minimum as long as the client is motivated to pursue their financial goals.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

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