Do you worry about...

Running out of money?

Making mistakes with your investments?

Missing financial opportunities?

Paying too much in taxes?

Not having enough time to manage all the details of your financial life?

WHAT WE DO FOR YOU:

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CLARITY IN YOUR FUTURE

You tell us your goals. We'll develop a tailored financial plan with written recommendations to help you achieve them.

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CONFIDENCE IN YOUR INVESTMENT APPROACH

Your portfolio is customized to your needs. We identify opportunities and risks, continuously monitor, and adjust as needed.

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COORDINATED TAX STRATEGY

Your financial decisions have tax implications. We identify tax savings strategies and coordinate with your preparer to save you time and frustration.

WHAT WE DO FOR YOU:

pexels-fauxels-3184292-1
CLARITY IN YOUR FUTURE

You tell us your goals. We'll develop a tailored financial plan with written recommendations to help you achieve them.

micheile-henderson-SoT4-mZhyhE-unsplash
CONFIDENCE IN YOUR INVESTMENT APPROACH

Your portfolio is customized to your needs. We identify opportunities and risks, continuously monitor, and adjust as needed.

gabrielle-henderson-HJckKnwCXxQ-unsplash
COORDINATED TAX STRATEGY

Your financial decisions have tax implications. We proactively identify tax savings strategies and coordinate with your preparer to save you time and frustration.

What does it take to feel financially secure and confident today, tomorrow, and years to come? It takes a trusted partner who listens to your needs and has the expertise to guide you. The problem is, you don’t know where to start, who to trust, and what it’s going to cost.

At Prosperity Planning, we believe you deserve an expert in your corner. Your finances are very personal and one of the most important areas of your life. From our first conversation through decades of life’s changes, we address obstacles and opportunities with a focus only on what’s best for you.

Here’s how it works:

  1. Schedule an introductory conversation with one of our Certified Financial Planner™ Professionals. Ask us anything and we’ll let you know how we can help.
  2. We’ll provide a complimentary preview [sample video] of your personalized financial plan and a clear explanation of our fees if you decide to move forward.
  3. We’ll deliver in writing an easy-to-read, personalized, and comprehensive financial plan [sample financial plan] that we will help to implement step by step.

Let’s get started today. Schedule an introductory call so you can stop worrying and start living your best financial life.

If you are not yet ready to schedule a meeting, download our _Indirect [CTA]_.

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What does it take to feel financially secure and confident today, tomorrow, and years to come?

It takes a trusted partner who listens to your needs and has the expertise to guide you. The problem is, you don’t know where to start, who to trust, and what it’s going to cost.

At Prosperity Planning, we believe you deserve an expert in your corner. Your finances are very personal and one of the most important areas of your life. From our first conversation through decades of life’s changes, we address obstacles and opportunities with a focus only on what’s best for you.

Here’s how it works:
  1. Schedule an introductory conversation with one of our Certified Financial Planner™ Professionals. Ask us anything and we’ll let you know how we can help.
  2. We’ll provide a complimentary preview of your personalized financial plan and a clear explanation of our fees if you decide to move forward.
  3. We’ll deliver in writing an easy-to-read, personalized, and comprehensive financial plan that we will help to implement step by step.

Let’s get started today. Schedule an introductory call so you can stop worrying and start living your best financial life.

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who we serve

Middle Aged Women w Dog

DIVORCEES

I need a financial professional's help in making sure I'll be OK after my divorce.

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PRE-RETIREES

I'm getting ready to retire and want to make sure I have saved enough money.

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RETIREES

I want to enjoy the rewards of my success in retirement and to know my money will last.

Financial Advisors Based in Kansas City, MO

We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, Missouri, working with people just like you—savvy individuals seeking advice that always puts their best interests first.

Together, we work to uncover the financial obstacles and opportunities on your path to prosperity.

In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively.

SCHEDULE A 30 MINUTE CALL TODAY

MEMBERSHIPS and ASSOCIATIONS

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We offer a complimentary 30-minute discovery call to discuss your situation and how we may be able to help.