VIP Services

VIP Services

 The VIP Services Division of Black and Krantz works with a Members Community who will benefit from our advice expertise and:

  • Want to align their financial choices with their deepest personal values.
  • Are committed to clear and measurable goals.
  • Want simplicity, clarity, and structure in their financial affairs.
  • Care about their families, their friends and their communities.

Benefits of joining our Members Community

Some benefits being experienced by our Members Community include:

  • Being committed to their financial success.
  • Regarding money as a means to an end, not an end in itself.
  • Wanting to delegate as much as possible so they can have more time for the people and projects that matter to them the most.
  • Committing to review their planning strategy as least three times a year.
  • Believing that good value is worth paying for.
  • “Giving back” to improve the lives of others.

Our Approach

Our process includes Values-Based Financial PlanningTM that helps you create a Financial Road Map that lays out your financial future.

 Values-Based Financial PlanningTM will help you build a financial strategy, starting with your unique values. Defining them will help you create a plan that not only looks good on paper but also spurs you to follow through.

The Financial Road Map is designed to help you:

  • Explore your values.
  • Identify your goals.
  • Get a clear understanding of your financial health and your future direction. 

Our Members Community is “Living Life on Purpose” ...Are you ??

Make a simple decision – Contact us today. We look forward to meeting with you soon.

How We Do Financial Planning For You

Complimentary Obligation
Free Consultation

Contact Us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or Statement of Advice, but will help you decide whether the services we offer are right for your needs.

Places offered now – book a free introduction to discover what financial planning can do for you today.

Testimonials

I couldn't be Happier…
"Black & Krantz are not only professionals and strong at their job but also care for their clients..."
Read more...

Financial Planning Pyramid©

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Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams.
...decisions made simple!

Check your Wrap Balances today!

Click here to log into WrapConnect.

Note: You will require your membership number.
If you do not have a membership number, 
email Linda McKenna.

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