Financial advisor meeting with couple

Financial Advisors

A prepared client makes an efficient Advisor

Wouldn’t it be great if every client you met with knew exactly what they wanted from Retirement? Where they were going to live. How often they wanted to travel. If they were going to start a business and more. Bet that would make your meeting far more efficient and help you put together an awesome financial plan to support their dreams! Well, now that can be a reality when your clients use Kohota.

 

Kohota empowers individuals to develop a holistic retirement lifestyle plan that helps them realize a happy, healthy, active and prosperous retirement. Some of the topics we focus on include:

  • Travel
  • Hobbies
  • Starting a business
  • Volunteering
  • Spending more time with family & friends
  • Health & fitness
  • And much more.

We provide users with tasks, milestones and resources to help them stay on track throughout their journey toward retirement.

 

Take a look at the Financial Advisor Handout. If you think this would be beneficial to you and your clients, we would be honored if you recommended our site.

 

If you or someone you know would be interested in getting your message in front of our users, please visit our advertise page to view our marketing options.