Welcome to Apropos Financial Planning
| 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 expert, objective financial planning and advisory services readily available to all throughout New York State. As the name suggests, we seek to appropriately tailor the fundamental principles of personal finance to each client’s unique circumstances with the result of helping them harness their personal finances and make sound decisions at every fork and bend in their financial journey.
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, as a Registered Investment Adviser, we are obligated to put our client’s interests above all else when advising them. Thus, 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. To foster meeting these ethical and client satisfaction standards we offer our services on a fee-only basis.
Our Uniqueness
We are quite a bit different from the typical financial adviser, and proud of it. Click here to read about the key points of differentiation that we believe make our approach to serving clients the superior choice.
Our Services
We are prepared to help you with any of the following financial challenges:
- Investing (401K, 403B, IRA, non-tax deferred, annuity, lump sums, asset allocation, diversification)
- Cash flow management (budgeting, mortgage refinancing, use of credit, debt reduction planning etc.)
- College saving and funding (529 plans, IRA’s, UGMA’s, FAFSA filing)
- Retirement Planning (for those still working toward retirement)
- Retirement Income Planning (for those in retirement)
- Insurance needs analysis (life, disability, health, long term care)
- Tax Planning
- Estate planning
- Planning for non-traditional couples
- Objective second opinion on any personal financial issue
Considerably more detail about our services, including insights into the benefits we strive to provide with each, can be obtained using the “Our FP Services” drop-down menu above.
Our Affiliations
In order to better server our clients, Kay Conheady, CFP® is a member of the following professional organizations
- The Garrett Planning Network
- The Financial Planning Association
- The National Association of Personal Financial Advisers
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!
“Failure is Impossible”
Susan B. Anthony, 1906
Last updated: June, 2008
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.