Book a Consultation

To schedule a complimentary consultation, you can follow these steps:

Contact: You can call or email either myself or my assistant, Jill Gookin, directly. Please provide your name, contact information, availability, and a brief message expressing your interest in a complimentary consultation. I will do my best to work around your schedule and am flexible with nights and weekends.

John Schaefer      859.317.8316 ext. 120 or john.schaefer@keystoneky.com
Jill Gookin            859.317.8316 ext. 121 or jill.gookin@keystoneky.com

Prepare Questions: Before the initial meeting, think about what you want to discuss—like investment strategies, retirement planning, or budgeting. Often, there may be several meetings or conversations to review your financial plan and help work towards short- and long-term goals.

Fees: All meetings are complimentary and no fees are involved until an investment strategy is mutually agreed upon and a plan is set forth to invest funds or implement the financial plan.