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Free Assessment

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Personalized Financial Planning For Busy Families And Pre-Retirees

Approach your financial future with clarity
and confidence

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What’s Important to You?

No matter what your priorities are, we can help you create a financial
plan that gives you peace of mind about your financial future.  

"Is there a more tax-
efficient way to organize
our money?"

"Are our finances aligned
with our personal goals?"

"Is our income
optimized as our
family grows?"

"Can we approach our
kid's college expenses
confidently?"

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Who We Serve

We help individuals and couples feel confident about their finances as they grow their families, manage large expenses, approach retirement, and beyond.

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Growing the Family

Brian and Stephanie just had their second child and want to save money for annual family vacations while still managing their important expenses. 

Read the Full Story

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Time For College

Tim and Jill have three kids in high school. They need to make sure their finances are ready for three college tuition payments, without sacrificing their retirement savings.

Read the Full Story

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Facing a Big Change

David and Joanne are empty nesters who want to live comfortably in retirement but don't know what their financial options are.

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Services

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Comprehensive financial planning that aligns with your current and long-term goals.

Life is far from predictable, and you need a financial plan that keeps up with every change.  Whether you’re planning for a growing family, establishing a college plan for your kids, or preparing for retirement, our comprehensive services are designed to help you achieve what’s most important to you. 

View Our Comprehensive Services

7 Costly Mistakes to Avoid When Hiring a Financial Advisor

Review our downloadable guide to help ensure you choose a competent financial advisor you can trust.

There are a lot of factors to consider when choosing which financial advisor you work with. Unfortunately, not all advisors are as qualified and trustworthy as you might hope. Review these 7 tips to consider and questions to ask when hiring your next financial advisor.

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About Us

Your partner every step of the way. 

Life is full of big changes and significant events. We're here to guide you through it all so you can enjoy every experience. We want to align your money with your best interests so you can accomplish what's most important to you.

We're here to help you navigate the emotional and logical sides of making financial decisions, so that you can feel confident with your money today, tomorrow, and well into the future.

Meet the Team

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Ready To Start

Invest your money in a better future for you and your family.

You deserve a team that will put your best interests first, always. Our fiduciary promise and fee-only structure mean we will always comprehensively serve you with honesty and transparency.  

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Our Latest Educational Pieces

Stay ahead by diving into financial insights, strategies, and current events.
A Comprehensive Guide to Choosing Your Estate’s Executor and Trustee post image
08.15.2023
A Comprehensive Guide to Choosing Your Estate’s Executor and Trustee
Read More
6 Common Estate Planning Mistakes (And How to Avoid Them) post image
08.1.2023
6 Common Estate Planning Mistakes (And How to Avoid Them)
Read More
Asset Protection Strategies: Safeguarding Your Wealth as Your Net Worth Grows post image
07.15.2023
Asset Protection Strategies: Safeguarding Your Wealth as Your Net Worth Grows
Read More
5 Essential Estate Planning Documents to Consider No Matter Your Net Worth or Stage of Life post image
07.1.2023
5 Essential Estate Planning Documents to Consider No Matter Your Net Worth or Stage of Life
Read More
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Contact Us

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Overland Park, KS 66207

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