Kevin Force, CFP®, AIF® Force Acres
About Kevin Force, CFP®, AIF®
I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I’m looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor’s degree in journalism.
It has been a while since I have been afforded the opportunity to provide an update, and if you take that as a signal that I have been busy, you are correct.
May was an interesting month, to say the least. I took a road trip, which was somewhat unique in this Coronavirus environment. My family and I went to visit more family in North Carolina. I was able to work throughout the trip and remain mostly isolated.
The month's real shocker came on May 24, when I learned of the passing of Phoenix Milner. Phoenix was a volleyball player I coached just last season, a friend to my whole family, and one of the truly bright lights in our homeschool community. She and a teenage boy whom I did not know were killed in a car accident on the previous night just outside of New Braunfels.
Despite both of those major distractions, it was a good and productive month in business. I am still working most days, trying to communicate with everybody, but prioritizing those who have been reaching out to me. In other words, if you're trying to get to the top of the list, just reach out. Send an email or give me a call.
I have brought on new accounts. I am refining systems for the onboarding of new clients and for conducting many of the operational functions behind the scenes, such as paperwork preparation and billing. The first billing cycle will happen at the end of this month, and I have put a lot of time into it, hoping it goes off smoothly. That's the last place I want to make a mistake.
The markets have stabilized in the short term, and I read recently that the savings rate has jumped up to a record 33 percent. That's good, and it could put folks in a position to take advantage of a depressed market, so long as they can remain employed.
I expect to be reaching out to most of you this month. We will take a look at your investment mix and make sure it is where you wish to be. Of course, let me know if something else is on your mind.
I cannot believe how fast the last two weeks have passed. I was reviewing my last post detailing getting started, and the last two weeks have simply been a blur.
I have reached out to many of you in the last couple of weeks, and if I haven't reached out yet, please expect it soon. There is just a wave of pent-up demand being released, and I can only process it so quickly.
In between talking and meeting with clients, I have been working on optimizing those processes so that things happen faster. It's not an easy thing, however, because you frequently do not discover where optimization can happen until you encounter an error in the current process. So that is happening, and I appreciate the feedback you have given.
I expect May to look a lot like April. I anticipate a busy month, primarily focused on connecting with all you at least once, and most likely by Zoom. If you're holding out for some face-to-face time, it will likely be June before that happens.
For the most part, that's my update. It has been busy and certainly exciting on my end as business ramps up. But from a reader's perspective, it has just been a series of boring tasks and details. I'll keep you posted as we turn the corner.
Well, it's not a formal grand opening, but Force Acres is open for business. Although we are deemed "essential" by the state, the home office will remain physically closed until further notice. However, the virtual office is open and available for you.
There are two main steps in the onboarding process, and they can be completed in any order. At some point, we will need to meet and document your plan. We will also need to complete any required paperwork. Please let me know where you want to pick up the conversation. My hope is to streamline these processes to make them easy and understandable.
To those of you who have previously contacted me, I have emailed you information on getting started. If you have not received an email from me, you can either book a meeting or request a proposal to initiate the process.
I anticipate spending the rest of the month in this onboarding phase. Please don't let that stop you from being a part of it, but know that my response time may be limited while I deal with the pent-up demand ready to proceed.
I'm looking forward to chatting with all of you soon.