Financial Planning and Investment Management

for Clarity and Confidence in Your Future

 

Your Path to Prosperity

The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities. Here’s how it works.

  • 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.

  • 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.

  • Recommendations: We put it in writing

    Your Prosperity Planning Blueprint™ summarizes your facts and figures along with the recommendations customized 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.

  • Implementation: Making it happen

    We guide you every step of the way in implementing your plan. This includes anything from fine-tuning your investment strategy to  updating your beneficiaries, and so much more. We also proactively collaborate with other professionals to update wills and trusts, refinance mortgages, plug insurance gaps, and implement tax-saving strategies.

  • 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.

Our Process web
our-process-web-1

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

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.

The Prosperity Planning Blueprint™

We create a Prosperity Planning Blueprint™ for our clients including pre-retirees, business owners and divorcees. Topics include:

Customized investment recommendations
Customized investment recommendations
Tax analysis and planning
Tax analysis and planning
College funding
College funding
Health care and insurance planning
Health care and insurance planning
Employee benefits review
Employee benefits review
Advice on stock options and restricted stock
Advice on stock options and restricted stock
Estate and beneficiary review
Estate and beneficiary review
Charitable giving strategies
Charitable giving strategies
Additional services for business owners including exit strategies and calculations of business value
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:

  • 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

  • Work to mitigate investment risk

  • Strive to keep expenses low

  • Serve as your coach during market highs and lows

  • Provide objective, empathetic guidance

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Are we a good fit?

We provide comprehensive financial planning for high net worth clients. You are a good fit if any of the following apply to you:

        •   At least $500,000 in investable assets, and/or

       •   Household income greater than $300,000

     •   Complex assets such as private business or                        investment real estate

what it costs:

We provide financial planning & investment management for one all-inclusive fee
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FAQ's

What if I don't have $500,000 to invest right away?

Many people have less than $500,000 to invest right away but are still a great fit for Prosperity Planning. For example you may be expecting an inheritance, a divorce settlement, rollover of a 401(k), or proceeds from sale of a business. In these cases, we'll provide custom proposal  based on a lower initial investment combined with a supplemental fee for financial planning. [Click to schedule discovery call and receive your custom quote.]

How are fees paid?

Our advisory fee is automatically deducted quarterly from investment accounts, and fees are clearly reported on your account statements. More details about our services and fees can be found in Form ADV 2A.

Get Started

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

Start Here
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© 2025 PROSPERITY PLANNING, INC.

1920 Buchanan Street, North Kansas City, Missouri 64116 | (816) 587-7526 | info@prosperityplanning.com

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Investment advisory services offered through Prosperity Planning, Inc., a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.