Life planning transcends the boundaries of traditional financial management, encompassing all facets of your personal and financial well-being to create a roadmap for a fulfilling and purpose-driven life.
Our 4D Client Experience is the opposite of a cookie-cutter approach. Together, we will craft a roadmap built to address your concerns, anticipate your needs, and, most importantly – adapt to life’s inevitable ups and downs. You can rest easy knowing that our customized solutions are designed to steward your financial best interests.
My mission is to empower clients to consider the broader impact of their financial decisions. Wealth is a tool that can positively impact our society, the environment, and our own personal fulfillment. Beyond personal wealth, financial success can serve a greater purpose in your life’s journey. At Kingsview, your success is our success.
Our unique 4-step process allows us to see the bigger picture together and build a plan to live life by design – not by default.
Understanding tax liabilities can be daunting. We work with your tax professional to ensure your investments are efficient and maximize your benefit.
Investments are personal. We match proprietary investment strategies and processes to your unique goals to minimize risk and maximize potential gains.
With a tailored approach to protection, we only use specific strategies when it’s the right tool to leverage and protect you and your loved ones.
Together, we take the steps to clarify the wealth transfer process and cement your legacy that transcends generations.
Risk Management is the cornerstone of sound financial stewardship. We safeguard your assets and protect you from unforeseen challenges.
The origin of the word Economy stems from the ancient Greek word Oikonomia, which is comprised of two root words: Oikos which means household, and Nemein, best translated as “management of finances.”
Oikonomia is our guiding principle and embodies our approach to savvy stewardship. Since we can’t take anything with us, we are merely stewards of all we have. When your economy is in good order, your household is in good order. We believe that a meaningful financial plan extends beyond the numbers, and into
your purpose, your story, and your stewardship.
Live your life by design not default
4D Client experience
Step into the world of the 4D Client Experience with Wealth Manager Keith Demetriades and his innovative approach to a financial planning method that addresses every aspect of your life.
Design
Design
A full life is measured by more than just financial returns; it’s also reflected in how you choose to live, and those choices should be intentional.
We’ll begin by talking about your unique goals and aspirations in both the short and long term.
Determine
Determine
The next step is evaluating your current financial situation, seeing where things are on track, and noting gaps in the path toward your goals.
Deploy
Deploy
This phase is about taking calculated action to bring your designed life into reality.
We’ll continually evaluate your progress and look at new possibilities, and we won’t change or remain static, just for the sake of it.
Develop
Develop
The concept of ongoing development is essential because financial planning is a journey of continuous improvement.
We monitor, adapt, and strive for better outcomes. It’s not just about getting back up when challenges come; it’s about getting better every day.
By engaging all of your senses, the dynamic 4D Client Experience is an immersive plan for all the aspects of your life to help you live a life on purpose…
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