Welcome to Apropos Financial Planning – Enjoy your visit!!

Principal Kay Conheady, CFP®

“How can I help you cultivate your financial well-being?”

ap•ro•pos (ăp rə -pō̕)– adj. Being at once opportune and to the point.”

Our Mission

Apropos Financial Planning was founded to make the incredible benefits of expert, objective financial planning services readily available to hardworking individuals and families in western NY State. As our name suggests, we seek to appropriately tailor the fundamental principles of personal finance to each client’s unique circumstances turning opportunities into dreams come true.

Our Ethics

We strive to provide service that meets the highest ethical standards. Toward this end, we embrace the Financial Planning Association’s Code of Ethics. Additionally, we guarantee we will act as a fiduciary to each client. We further guarantee that the client’s unique aspirations, concerns, needs and goals will be the central focus of every planning engagement.

Our Uniqueness

We are quite a bit different from the typical financial adviser – in ways we believe benefit you! Read about our key points of differentiation to find out if you agree.

Our Services

We offer a comprehensive array of financial planning services – the services you need . Review the Our Services drop down menu (upper left) to see a complete list.  Click any specific service to read a detailed description of that service (benefits, deliverables, etc.) .

Or, if you prefer reality to descriptions, read our mini-case studies to discover the various types of services we offer and the concrete benefits real clients have received from working with us!

Our Affiliations

In order to better server our clients, Kay Conheady, CFP® is a member of the following professional organizations

We hope you are excited about what you’ve learned here. We look forward to the chance to work with you! Please call today to schedule your complimentary Get Acquainted meeting to explore how we can help you cultivate your financial well-being!

“It takes as much effort to wish as it does to plan.” Eleanor Roosevelt

“Good fortune is what happens when opportunity meets with planning.” Thomas Edison

Last updated: April 2016

Apropos Financial Planning, LLC is a Registered Investment Adviser in the State of New York. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services or legal services to any residents of any state other than the state of New York or any other jurisdiction where AFP is permitted to sell investment advisory services.