A Financial Team for Every Step of Your Journey

Our team collaborates with you to discover your vision of prosperity, then develops a comprehensive Prosperity Planning Blueprint™ to transform that vision into reality.

Based in Kansas City, Missouri, our fiduciary advisory firm provides you with accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan.

NEXT STEPS

1. Schedule a complimentary 30-minute discovery call below. In our call, we’ll discuss the challenges your success has brought you and your goals. We’ll share how we may be able to meet your needs.

2. Next, we send you a financial questionnaire. This helps us to dive into the facts and figures so we can understand the obstacles and opportunities in your path.

3. We then meet in person or virtually and go deeper into your financial picture. We discuss fees and services and answer any questions you may have before formalizing our relationship.

Are We a Good Fit for You?

You want to work with a financial advisor whose objectives and values match your own. We may be a good fit if you:

1. Need help organizing and optimizing your success so that you can live even more meaningfully, which we call prosperity

2. Value a long-term investing perspective based on diversification and rigorous academic research

3. Seek a fiduciary partner who is paid by you, rather than another party, for the advice you receive

4. Want to go beyond investment-only management and receive personalized advice on all areas of your finances

5. Have $1 million in investable assets ($500k minimum) or your household income is above $250,000