John Kvale| CFP®, CFA®
J.K. Financial, Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Estate Planning
- High Net-Worth Clients
- Women\'s Financial Issues
- Fee-Only Financial Planning
- Financial Review
- Tax Planning
- Insurance Services
Dallas, TX 75225
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
John A. Kvale CFA, CFP®, is the founder of J.K. Financial, Inc. and with 22 years of industry experience is currently the president of J.K.Financial, a fee only financial planning and wealth management firm.
Recently John co hosted Sirius Satellite Radio, Wharton Universities “Your Money” nationwide talk show, accepting live calls across the nation and providing on the spot, Financial Planning answers. John is co-author of a Quarterly Wealth Management and Financial Planning Newsletter which is distributed to clients and investors across the country. He actively analyzes and updates ideas and investing on $treet-¢ents.com, a community blogsite.
John appeared on Good Morning America as the winning planner for ABC's Frugal Family Challenge, co-sponsored by USA Today. He recently concluded a term as president for the CFADFW Society, the local society in Dallas representing the CFA Institute.
John began his financial planning career 24 years ago in Dallas, and resides there with his wife, Pamela, and children, Sophia and Pierce.
View John Kvale's Videos on Vimeo, From Guidevine.com
J.K. Financial, Inc. is a Comprehensive Financial Planning and Wealth Management firm that acts as a fiduciary for clients. As a Fee Only firm, it does not accept commissions. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP® designee, with 24 years of experience.
A TOTAL WEALTH PRACTICE
Most of our clients are career driven professionals or executives, many of whom are women that have accumulated wealth but are challenged with balance of time in their personal life. As a result their finances often fall to the wayside. As a coordinator, and sometimes coach, we have seen that it does not matter how they created their wealth they all have the same three similar problems.
- How do I simplify the process?
- How do I keep my wealth safe?
- Can I sustain my lifestyle?
As a result of working with clients over the past 20 years we implement the following three items:
1. Create their simple lifestyle plan
2. Implement our safe money wealth strategy
3. Begin our total wealth concierge for them