How It Works
Your Path to Prosperity
The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities. Here’s how it works.
1.
Data gathering: It’s all about you
Your hopes and dreams. Your worries. What keeps you up at night. We collect your facts and figures, including important details that are often overlooked. We go above and beyond, taking time to understand your personal financial story and values.
2.
Financial Preview: Bringing your numbers to life
Together we look at scenarios to envision your future. Our process is highly interactive and visual. What if you retire sooner? Or buy a second home? What happens if markets take a sudden decline? By looking at the possibilities, you can focus on the things you can control—like how much to save or spend, and how to invest wisely. You can have confidence that your financial plan is sustainable, even in a world of uncertainty.
3.
Recommendations: We put it in writing
Talk is cheap, but documentation is indispensable. Your Prosperity Planning Blueprint™ summarizes your facts and figures along with the recommendations created just for you. This helps ensure your finances are organized, coordinated, and maximized to meet your most important goals. Your Blueprint is a living document that is updated regularly, so it also serves as an essential reference for you or your loved ones in case of an emergency.
4.
Implementation: Making it happen
We guide you every step of the way in implementing your plan. This includes fine-tuning your investment strategy, updating beneficiaries, and much more. We also proactively collaborate with other professionals to update wills and trusts, refinance mortgages, plug insurance gaps, and implement tax-saving strategies.
5.
Monitoring: Proactive Updates
An effective plan needs to keep up with a changing economy and life events. We monitor your investments, track your progress, meet with you regularly, and keep your Prosperity Planning Blueprint™ up to date. You also have unlimited access to a CFP® professional for any financial question that arises.
Tell Us About Yourself
Pre-Retirees
I’m getting ready to retire and want to make sure I have saved enough money.
Business Owners
I’m so busy running my company and believe I should do more to build my personal wealth.
Divorcees
I need a financial professional’s help in making sure I’ll be OK after my divorce.
High-Income Women
I’m a high-income woman who wants to make great decisions about my money.
The Prosperity Planning Blueprint™
We create a Prosperity Planning Blueprint™ for our clients including pre-retirees, business owners, divorcees, and high-income women. Topics include:
Customized investment recommendations
Tax analysis and planning
College funding
Health care and insurance planning
Employee benefits review
Advice on stock options and restricted stock
Estate and beneficiary review
Charitable giving strategies
Additional services for business owners including exit strategies and calculations of business value
Our Approach to Investing
The objective for our Kansas City, Missouri investment firm is straightforward: to accomplish your goals. That means we:
Work to mitigate investment risk
Strive to keep expenses low
Serve as your coach during market highs and lows
Provide objective, empathetic guidance
Avoid undue risks with your money
Invest for the long term
Reject “get rich quick” strategies
Draw on Nobel Prize-winning academic research
Diversify your assets
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.