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Case Study: Charles and Maxine – Nearing Retirement

Ready to retire soon, but do they have enough? How did they go about hiring Accountable Financial Planning LLC? After discussing their unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that a one-year retainer service agreement with Accountable Financial Planning LLC would provide them with the […]

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Case Study: David and Heather – Married with a Growing Family

How to navigate financial decisions while balancing expenses of a growing family with saving for the future? How did they go about hiring Accountable Financial Planning LLC? After discussing their unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that a one-year retainer service agreement with Accountable […]

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