Annual Review
White Glove
Summary
Expert
Opinion
Funding
Strategy
Implementation
Strategic
Modelling
Discovery
Engagement
Where Knowledge Opportunity
Honesty and Results meet.
Come along the journey with KOHR…
KOHR
CLIENT JOURNEY
keyboard_arrow_upYour journey with KOHR begins with an introduction to our Founders and Client Relations Executives. If this sounds like you:
● Paying too much personal tax
● Preparing to sell OR currently operate a successful business / practice / farm
● Net worth > $2M OR personal income > $300K
● Desire to create effective access to earned capital Let’s have a conversation. Our planning team will help assess your financial situation to determine a fit with the KOHR model.
ENGAGEMENT
Discovery
Our Executive planning team will comprehensively evaluate your financial landscape, ensuring compatibility with the innovative KOHR model.
STRATEGIC MODELLING
Designed with the utmost attention to detail, and professional partnerships, KOHR provides a bespoke strategy to effectively access more of the capital for which you have worked hard to earn.
With some initial personal and company detail, we will customize your KOHR model. Together with your accounting team, we will guide you through the plan to tap into greater capital while securing your family’s future.
STRATEGY IMPLEMENTATION
Together with your financial and legal advisory team, along with KOHR professionals, we implement the integral parts of the strategy. KOHR Client Executives and Associates will guide you through every step of our process. We have a knowledgeable and trusted team at our KOHR to ensure a successful journey.
Funding
Once the strategic pieces are in place, funding the strategy is underway. KOHR Associates will make sure you understand the process and requirements. Once the transactions take place, you enter a new realm of financial possibilities for years to come.
EXPERT OPINIONS
KOHR provides leading actuarial and legal tax opinions to provide comfort and security for the plan in place. You can be assured of the competence of your KOHR strategy.
White Glove
Summary
Congratulations on the journey! Your customized KOHR Solution Summary will showcase the documentation, the strategy and most importantly, the peace of mind that what you’ve worked so hard for is maximized and protected. Welcome to the KOHR family.
Annual Review
We believe in the value of nurturing our relationship year after year. We look forward to meeting with you and your accounting team annually to review and update the model. We take the time to analyze the effects of the strategy and prepare to optimize your wealth for the upcoming year.
More importantly, it’s a time to reflect on how the KOHR strategy is enabling the vision for your family.
phone_iphonekeyboard_arrow_rightkeyboard_arrow_leftEngagement
Discovery
Strategic
Modelling
Funding
Expert
Opinions
White Glove
Summary
Annual Review
Strategy
Implementation
