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Apropos Financial Planning
Apropos Financial Planning was founded to make the incredible benefits of expert, objective financial planning services readily available to
“How can I help you cultivate your financial well-being?”
Apropos Financial Planning was founded to make the incredible benefits of expert, objective financial planning services readily available to hardworking individuals and families in western NY State. As our name suggests, we seek to appropriately tailor the fundamental principles of personal finance to each clients unique circumstances turning opportunities into dreams come true.
We strive to provide service that meets the highest ethical standards. Toward this end, we embrace the Financial Planning Association’s Code of Ethics. Additionally, we guarantee we will act as a fiduciary to each client. We further guarantee that the clients unique aspirations, concerns, needs and goals will be the central focus of every planning engagement.
We are quite a bit different from the typical financial adviser – in ways we believe benefit you! Read about our key points of differentiation to find out if you agree.
We offer a comprehensive array of financial planning services – the services you need . Review the Our Services drop down menu (upper left) to see a complete list. Click any specific service to read a detailed description of that service (benefits, deliverables, etc.) .
Or, if you prefer reality to descriptions, read our mini-case studies to discover the various types of services we offer and the concrete benefits real clients have received from working with us!
In order to better server our clients, Kay Conheady, CFP is a member of the following professional organizations
We hope you are excited about what youve learned here. We look forward to the chance to work with you! Please call today to schedule your complimentary Get Acquainted meeting to explore how we can help you cultivate your financial well-being!
“It takes as much effort to wish as it does to plan.” Eleanor Roosevelt
“Good fortune is what happens when opportunity meets with planning.” Thomas Edison
Last updated: February 2010
| Address | 8 Birchstone Hill Rd Rush, NY 14543-9744 |
| Phone | (585) 533-1950 |
| Website | www.aproposfp.com |
Welcome to Apropos Financial Planning – Enjoy your visit!!
“How can I help you cultivate your financial well-being?”
Apropos Financial Planning was founded to make the incredible benefits of expert, objective financial planning services readily available to hardworking individuals and families in western NY State. As our name suggests, we seek to appropriately tailor the fundamental principles of personal finance to each clients unique circumstances turning opportunities into dreams come true.
We strive to provide service that meets the highest ethical standards. Toward this end, we embrace the Financial Planning Association’s Code of Ethics. Additionally, we guarantee we will act as a fiduciary to each client. We further guarantee that the clients unique aspirations, concerns, needs and goals will be the central focus of every planning engagement.
We are quite a bit different from the typical financial adviser – in ways we believe benefit you! Read about our key points of differentiation to find out if you agree.
We offer a comprehensive array of financial planning services – the services you need . Review the Our Services drop down menu (upper left) to see a complete list. Click any specific service to read a detailed description of that service (benefits, deliverables, etc.) .
Or, if you prefer reality to descriptions, read our mini-case studies to discover the various types of services we offer and the concrete benefits real clients have received from working with us!
In order to better server our clients, Kay Conheady, CFP is a member of the following professional organizations
We hope you are excited about what youve learned here. We look forward to the chance to work with you! Please call today to schedule your complimentary Get Acquainted meeting to explore how we can help you cultivate your financial well-being!
“It takes as much effort to wish as it does to plan.” Eleanor Roosevelt
“Good fortune is what happens when opportunity meets with planning.” Thomas Edison
Last updated: February 2010
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