Category Archives: Clients/Clients Only

Thank You Party Goers …. Office Hours … Our most popular video post ever coming this Wednesday!

We did the no rain dance…. but forgot to do our no Wind dance… go figure…

Who would of thought a cold front would blow through with steady 25+ mph winds that gusted even higher. Yes those were whitecaps on the lake adjoining our venue.

Just like we pivot in life, investing and many other areas … a quick move from outside the huge backyard to the inside made for a great venue. It was an easy decision as upon entrance we saw the caterers literally chasing down a wind blown bounding high-top, not to mention the front door would not open due to the wind gusting through the entrance to the back yard which we hoped to keep open — digressing!

We knew the house could hold us all, but had no idea how hard it would be to visit with everyone as we all scattered among the various rooms.  Sorry if we did not get to chat very long.

Thanks to all for your time and drive to our venue, especially those that came from far, some VERY far and driving overnight to get there !

Thanks SO MUCH!

Office Hours

We will be closing early Wednesday and will not be in the office on Friday of this Thanksgiving week!

Of course we always peek at our electronic tethers – Someone could have an emergency and we are glad to be there!

Most Popular Video – EVER

Of all the videos we do, one has risen to the top as our most popular ever, SO FAR !

We will air the video again this Wednesday …. It’s uncut, un-scripted, and un-forgiving to the producer !

Enjoy …. Happy Thanksgiving (a little early).

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Attention Holiday Party Attendees – GATE 2 is Your Friend! See you at 1 PM Tomorrow!

With the 22cnd Annual Holiday Party just hours away, we wanted to remind all that Gate 2 is our own private gate and will give you quick direct access to the Alex House, our venue.

Arboretum

The red circle is Gate 2 Entrance off of Garland Road … either direction you are coming from, pass the first Arboretum gate and enter Gate 2, the middle gate!

See you tomorrow, November 18th at 1 PM!

Have a great “Gate 2” tomorrow day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

www.jkfinancialinc.com

www.street-cents.com

 

 

Save the Date – Saturday November 18th – Dallas Arboretum Holiday Party – Alex House from 1-3 PM – Wander all park facilities until 5 PM – Including Recently Opened Kids park

For over ten years we have wanted to have a party at the Dallas Arboretum. Over that period of time, we looked into having the party multiple times with the same outcome …. it broke the budget, mostly due to parking charges…..

A new parking garage has given us the opportunity.

Save the Date

22 Year Annual J.K. Financial, Inc. Holiday Party

  At the Dallas Arboretum

12Nights1

Saturday November 18, Food and Fun Party from 1-3 PM at the Alex House

 Alex Camp House Front Ext

Free to wander through the park until 5 pm AND

Kids can go next door to the recently built kids park too!

Entrance-to-Rory-Meyers-Chiildrens-Adventure-Garden-(1)

Arboretum First-Adventure

Hope you can join us!

Have a great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Watch Cyberattacks as they occur …. Save the Date VERY special announcement

We ran across this  cool living graphic this week from Visual Capitalist and Norse..

This is a still picture of Cyberattacks occurring live.

While neat, this picture does not do it justice.

Click here for the actual living breathing attacks tracking as they occur. After a few minutes you will be dazzled. Especially at the scrolling monitor.

Have no idea how they track this, but figured someone would have a graphic like this. Now we know.

Save the Date

We confirmed our Holiday party venue this week and it is going to be spectacular. Please save the Saturday before Thanksgiving, (November 18, 2017) from 1-5 pm on your calendar and ready your friends and family for a fun event!

An event for kids, family and anyone who likes the change of season ….hint hint … More to come next week, but we were too excited to keep it under wraps any longer.

Have a Great Day!

John A. Kvale CFA CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

 

We are not ignoring….New spam filter…Travels…Fall Friday

With a fancy new spam filter set up, we are occasionally finding client emails in our Quarantined folder, however as we white list it will come immediately through our system.

If you’ve emailed us and not heard back, please email us again as we may have missed it in the fancy new spam folder. In the very short term we should have everybody white listed and all will be well again… ahhh  the perils of the new spam filter with no white listed emails.

Double Travels Next Weektravels

After a quick one day turnaround trip on Monday, late in the week a second trip is on the books.

It’s all good……. but that’s next week, and today is a Friday, enjoy your weekend and you know the drill … be sure to spend time  with those special in your life!

Hope you enjoyed the first week of fall! Cooler temps..colors on the trees….fall is in the air…

Talk to you next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Holiday Party Reminder.. Save the NEW Date ! Saturday, Nov 19, 2016 …3-5 PM -Dallas Athletic Club

It’s a party…party party

This year we celebrate our 21st annual holiday party in true planner fashion…

THE SATURDAY BEFORE THANKSGIVING !

After last year’s new date success we decided to stick with it.

The J.K. Financial, Inc. 21st annual party (Wow 21 years!)

DALLAS ATHLETIC CLUB

Saturday November 19th

3-5 PM

holiday-party

We look forward to seeing you there!

RSVP Now to cathy@jkfinancialinc.com …. Full invitations to come nearer the party!

Have a Great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Coming Soon ANOTHER Sizzling New Vault Feature – Estate Planning Flow Chart (Clients)

In our final sizzle feature (most likely) for this year (16) for our New Total Vault, we wanted to wet your appetite and let you know this feature is available and will be rolled out slowly due to the complexity.

Estate Planning Flow Chart

We get the Wills complete, the Trusts are set up, the beneficiaries appointed, and the decisions made. Then we stick all those fancy documents in our New Total Vault and the originals in our safe place…and…. well …. we forget what we set up !

NOT ANY MORE !

Your New Total Vault has not only an Estate Planning Flow Chart, but an all inclusive calculator and estimator.

Check this out:

Easy to visualize — once set up, can be created with live information at the click of a mouse!

Flow Chart for Estate Planning

Here is the calculation section:

Estate Flow Chart Calculations

 

Our Goal is to have this up and running for everyone as we review our Estate Planning Documents… Lofty… yep…just a step for steppers!

If you have  a desire to complete this early,  just let us know, we will move you to the top of the working group !

Have a Super Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com