Make the Most of Your Money
Rely on Your Trusted Advisor
Feel Confident and Empowered
Financial planning isn't urgent until it's too late.
Many people feel overwhelmed by finances and left out of wealth conversations. Without understanding the complexities of what a financial advisor does, it isn't easy to know who to trust.
Financial Planning isn't urgent until it's too late. Oftentimes, it takes a major life event to trigger the process of seeking assistance.
You deserve to have a trusted financial advisor on your side to prepare for all of life's milestones. Learn how much you can spend and how to get returns on your investments so you're financially ready to thrive.
Plan and invest so your money supports your lifestyle and leaves a legacy.
Build a relationship and rapport with an elite team of investment managers.
Join virtually via Zoom. We serve clients in Kansas City and across the United States.
Financial Planning &
Wealth Management Services
For High-Net-Worth Women and Couples
Step Two
DISCOVERY MEETING
This virtual meeting helps us build a meaningful financial plan that can evolve with you. We'll ask you to send us relevant financial documents beforehand via a secure online portal.
Step Three
INVESTMENT PLAN MEETING
This complimentary call allows us to learn a bit more about you to ensure your financial needs match our services and expertise.
Retirement Planning
Our comprehensive advice on insurance, taxes, spending, saving, employer benefits, Social Security, Medicare, education planning, real estate, inflation, the economy, and more keeps you on the right path and protects the investment portfolio we've built for you.
Investment Services
We construct and monitor evidence-based, well-diversified portfolios designed to support your unique needs, time horizon, and risk tolerance. We perform ongoing rebalancing and take a proactive approach to tax planning to minimize your tax liability over time.
Tax Liability Insights
We review your tax return, find opportunities to minimize income tax, and then work with your tax preparer.
Risk Management & Insurance Insights
We are experts at showing you how to transfer, minimize, and avoid meaningful risks, which protects your assets from losses, liability, and unplanned outcomes.
Education Funding
We help ensure that every student can have access to an affordable college education, and lower anxiety about one of our clients' top concerns: how to pay the college bill.
Estate and Legacy Plans
We offer compassionate, comprehensive guidance on how to set up your estate and legacy for years to come.
Real Estate Investment Planning
We provide detailed mortgage analyses and services, including an analysis of the amortization schedule and whether you should refinance.
CAREERS