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What is Fee Only Financial Planning ?

Fee-Only Planning means the services of MVK Financial Planning are paid directly by you, just like the professional services of your attorney or CPA.  We DO NOT and WILL NOT accept commissions, referral fees, 12(b)1 fees, or third-party payments.

Our focus is your dreams, values, and goals

Assisting clients in turning their dreams into goals is our first priority. In doing so, we “Begin with the end in mind.” You decide what dreams we address in developing your Blueprint. Our Services page will give you an idea of the various components that may be part of your plan. You can also review the steps involved in turning your dreams and values into goals. Since the services at MVK Financial Planning are provided on a fee-only basis, you can be assured the advice you receive is focused entirely on you and your financial future.
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Mark V. Kleene, CFP ®

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of MVK Financial All written content on this site is for information purposes only. Opinions expressed herein are solely those of MVK Financial Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

Investment advisory services are offered through MVK Financial Planning, LLC, an investment adviser domiciled in and registered with the State of Missouri.  Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.. Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

Investment advisory services are offered through MVK Financial Planning, LLC, an investment adviser domiciled in and registered with the State of Missouri.  Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator..

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