Whether you are ready to schedule a conversation, review your portfolio, evaluate your 401(k), or learn more about working with Kenai Investments, these resources can help you take the next step.
We have organized the most useful planning tools, applications, and client resources in one place so you can quickly find what you need.
Helpful Resources
Planning Tools & Next Steps
Choose the resource that best matches what you are trying to accomplish.
Book Appointment
Schedule time to discuss retirement planning, investment management, taxes, or another financial question.
Start Your New Client Application
Start the secure new-client application process and provide the information we need to begin working together.
Pricing
Review Kenai’s minimum relationship size, advisory fee schedule, and the planning services included in the relationship.
Portfolio Audit
Request a second look at your portfolio to identify potential risk, tax inefficiencies, concentration, or planning opportunities.
Grade Your 401(k)
Evaluate your employer retirement plan and get help understanding investment options, allocation, and 401(k) strategy.
Pilot Retirement
Retirement planning resources designed specifically for pilots, including 401(k), investment, and retirement transition guidance.