At Keeling Financial Strategies, we spend the majority of our time helping our clients make smarter choices about their money so they can meet their financial and personal goals; however, the reality of our business is such that we also spend time marketing for new clients.

Every minute we spend marketing is a minute that we're not helping you or educating ourselves to be even better financial planners. This is where you can help.

We are looking for more people just like you. To that end we want to make it as easy as possible to refer new people to our business. In our new Internet-based age, the easiest way to refer someone to us is to simply give them our website address and let them check us out for themselves. Or they may contact us and ask that they be added to our email newsletter list; we will then send them that bi-monthly publication, and they can make their own decision about working with us.

Our goal at Keeling Financial is to build a business with about 50 additional clients. We would like to achieve this goal sometime over the next two years. You are very important in helping us make this a reality. We get the vast majority of our new clients from current client referrals, and we really appreciate the help.