About
Our Story
Fiduciary Financial Planner in Kansas City, MO
Our financial planning firm got its start in 2004 in Kansas City, Missouri, to help people transform their success into prosperity. We knew that meant providing advice our clients could trust.
As a registered investment advisor, we help live that mission with a fiduciary obligation to our clients. No matter what your personalized Prosperity Planning Blueprint™ looks like, our advice is based on only one thing—what is best for you.
19
Years in Business
335
Clients Served
*As of July 2023
Why Prosperity Planning
We treat you with the highest level of professionalism that merits the trust you’ve placed in us. You can expect the following from us:
Independence
We do not represent any financial services companies. We work exclusively for our clients.
Expertise
Our team members have earned highly regarded credentials—including the CFP® and CPA certifications.
Comprehensive
We strive to optimize the moving pieces of your finances so that they work together toward your goals.
Tax-Focused
We stay current on changing tax laws and integrate tax strategies into our recommendations.
Fee-Only
We do not accept commissions. You always know which services you are receiving and how much you are paying.
Fiduciary
As a registered investment advisor, we have a legal obligation to always put your best interest first.
Compassion
We serve with both “smarts” and “heart.” Our team combines their experience with genuine care for you.
Get Started
What does your Prosperity Planning Blueprint™ look like? We offer a complimentary 30-minute call to discuss your situation and how we may be able to help.