Affiliations

Kinder Institute of Life Planning

For the past decade, Life Planning has been the most dynamic movement in the Financial Planning profession. The Kinder Institute has been at the forefront of that movement. Life planning shifts the focus in finance from sales to service, by creating a trusting advisory relationship where the focus is on the person rather than their money. Rather than focus on “financial goals,” the focus turns to the most meaningful - even profound - goals of a person’s life. Jake Engle is a member of the Kinder Institute and is working on the requirements to receive the Registered Life Planner™ designation. Learn more at www.kinderinstitute.com.

        Sudden Money Institute

A sudden change in your finances, a large increase or decrease, frequently interrupts the natural flow of life. While managing a windfall seems like it would be a welcome opportunity, even well educated, sophisticated adults find that Sudden Money is a surprising mix of opportunities and challenges.

When new money arrives or old money becomes your responsibility it is an important life event requiring the guidance of an expert trained in blending the human experience with the facts and figures. A Sudden Money® Advisor, Lisa Kirchenbauer is skilled at helping you integrate the personal experience with the facts and figures.

Sudden Money life transition events vary widely, some are planned for others are unexpected, some joyous while others are deeply regrettable. While you cannot control the events, you can control how you respond and the ultimate outcome. If you or someone you know is facing – or anticipating – such a transition, Contact Lisa to discuss how she can help you to successfully manage the change. Visit the Sudden Money Institute Web site for more information.

        Schwab Institutional

www.schwab.com

                    SEI Investments

www.SEIC.com

Omega Wealth Management, LLC (formerly Kirchenbauer Financial Management and Consulting) is a SEC Registered Investment Advisor (RIA) based in Arlington Virginia and serves a diverse client base throughout the United States.  Omega Wealth Management, LLC (OWM) provides independent fee-only life and wealth planning services. Use of this site implies agreement with and acceptance of our Privacy Policy. Omega Wealth Management, LLC does not offer tax or legal advice but coordinates support among your  tax, legal, insurance and real estate advisors.

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