You’re ready to start your next chapter and want to set yourself up for success—but where do you begin? The questions about your path forward seem endless, such as:

  • What does my financial situation look like?

  • Can I afford my current lifestyle?

  • What decisions should I be making for my future?

  • How do I help ensure my financial independence?

  • What can I do to prepare for unexpected expenses?

  • What is a smart way to invest my life savings?

You need a fee-only advisor you can trust to help you understand your financial situation and the opportunities and challenges before you. Someone who can help you grasp the big picture and provide action steps to create the life you envision.

 
 

Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, MO, advocate for people who have recently divorced and want to make a fresh start. We know that you have been through challenging times, and our goal is to help you now enjoy prosperity—the peace of mind that comes from knowing your finances are on track.

 
 

We use a structured process, our Prosperity Planning Blueprint™, to discover your vision for life, then provide the plan, expertise, and discipline to help achieve it. You are never alone in this process—we are here every step of the way to provide accountability, consistency, and encouragement. We can help you:

  • Build confidence about the lifestyle you can achieve now

  • Continually utilize tax planning so you can keep more of your money

  • Plan for both expected and unexpected expenses, such as tuition and health care

  • Design long-term strategies for investing and retirement

  • Assist children and aging parents appropriately without hurting your own financial stability

We are your partner in rebuilding, offering advice that puts you first and crafting a comprehensive plan so you can step into your new life chapter with confidence.

 

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