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.
