Goal Identification

At your initial meeting with Jay Kabad, CFP® and/or Anasuya Kabad, CFP ®, we will establish a relationship with you that encourages trust, knowledge, security, and overall well-being. We will share our family’s success story with you, so you have a clear understanding of what our core values and strengths are. We will get to know one another on a deeper level so we can help you identify your long-term personal and financial goals. Once your financial goals are identified, we can then begin setting the foundation of your wealth plan.