The best way to get started with Kobo Wealth Strategies is to fill out a confidential client profile form. Before our initial discovery meeting, this can be a useful tool for us to determine the best ways to work together. It could also give you an idea of where you stand financially. To download our confidential client profile form, click below.
Strategies tailored for every generation.
Kobo Wealth Strategies is a financial planning company focused on helping clients budget properly, insure lives and livelihood, and invest wisely. We follow a strategic and disciplined approach to help clients work towards their financial goals and objectives.
We foster family financial conversations through a process we call Kobo Makes CentsTM with the expectation that it will lead to financial literacy and generational wealth. We especially work with individuals in the healthcare industry; including doctors and nurses. Typically, they have unique financial challenges due to the high cost of education and questions navigating financial decisions in a highly compensated profession.
We look forward to meeting you and seeing how we can assist you and your family with your financial goals.
Estate plans for you and your loved ones.
A sound financial roadmap is just the start.
Financial advice for every situation.