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Clients: Testimonials
Smiling Man in Suit

Kokuis’ ability to create a financial plan that not only met my current needs, but took into consideration my future educational cost, has been invaluable. I now have a renewed confidence that my educational goals can and will be realized. 

Frankie Bolder

OUR ON-GOING COMMITMENT 

Current & Past

Client 2

RELATIONSHIP BUILDING

We Get To Know You

In an effort to boost productivity and effectively differentiate our clients' needs, our team works tirelessly to build relationships to formulate the best platform and resources help you attain a better financial future.

Client 3

CUSTOMIZATION 

Kokuis Consulting, Inc. sorts through and collates the information provided to us.  We use your past spending habits as a guide, to predict your variable expenses. We align your goals to the plan Kokuis devised, which will be your blueprint to accomplishing your short and long term financial goals. 

Client 5

ACTIONABLE PLAN 

Once we've devised a plan based upon your income and spending. We discuss the appropriate steps that are required to meet your goals. Additionally, Kokuis will coach you on how to set and keep realistic expectations, as you change your spending habits. 

 

Client 6

PROGRESSION AND MILESTONES 

We understand that situations and circumstances change, as life is quite unpredictable. That is why each of our  Programs offer periodic progress reviews, to continue to hold clients accountable and ensure pre-set milestones are achieved. 
We will check your progress every sixty days for five months, to make sure material changes are accounted for in your plan. If your income significantly increases or decreases within the year, we will devise another actionable plan. 
This is our commitment to helping you achieve your better financial future. 

Become our next successful client - schedule your consultation today.

Clients: Clients
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