Kucharski Financial
Planning makes a difference with MoneyGuidePro and Kucharski Financial
Kucharski Financial serves the mass affluent, who generally have investable assets ranging from $100,000 to $2,000,000, as well as select high net worth clients with investable assets over $2,000,000 to $10,000,000. We have had the privilege of building our firm to what it is today and have learned that we work best with professionals and retirees who share our values and planning objectives. Our best clients are goal-oriented, advice-receptive, and have positive resources to allocate towards their financial goals.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Android
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Windows
Knowledge Base
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Help Guides
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Blogs
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Case Studies
Kucharski Financial Core Features
Focus of Financial Planning Feature
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Investment Management
- Risk Management
Kucharski Financial Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Monthly Payment
Kucharski Financial Reviews
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