Kochevar Financial Planning, LLC provides financial planning services, including household spending and debt management, investment review, retirement planning, estate planning, risk management, education funding, philanthropy, and special needs support. Kochevar Financial Planning, LLC does not provide daily supervision of client portfolios. The firm offers a one-year service engagement that provides broad-based financial planning for a predetermined annual fee.
Fee Structure
Kochevar Financial Planning, LLC does not provide daily investment account supervision. The firm offers investment consultation services, which may involve providing information on investment vehicles, strategies, asset selection, and portfolio design. Kochevar Financial Planning, LLC does not have reportable client assets directly under its management.
