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We don't sit behind desks and try to sell you products that you don't need.
We work alongside you & create a roadmap to get you to where you want to be.
We're like a combination of that best friend that's always there for you and that teacher who
always explained things in a way that made sense.
financial planning, redefined.
Financial planning and investment management designed for our generation
SEE HOW WE'RE DIFFERENTWe're not your typical
financial advisor
Fiduciary
Legally required to act in your best interest
(Unfortunately, not all financial advisors are fiduciaries)
(Unfortunately, not all financial advisors are fiduciaries)
Fee-only
We only get paid by our clients, not product sales or commissions
We're just like you.
We understand that in your 20s, 30s, and 40s you face numerous life changing decisions, many of which directly impact your financial well-being.
And that's why we're here.
Trying to find the right answers is never as easy as a Google search. The internet's full of information and it's hard to determine what's credible and what actually applies to your life.
Get the level of service you deserve.
The AllStreet Approach
The AllStreet Approach was designed with you in mind and prioritizes accountability from us & reinforces positive financial habits in our client's lives.
(click to expand details)
01
Get to Know
A quick meeting to find out if working together makes sense
02
Collab Meeting
Go over goals and values and review the numbers so we have a clear understanding of where you are and what you're trying to accomplish
03
Plan Delivery
First, we review your full financial picture together.
Then, we go over recommendations, action items, & your one page financial plan
04
Accountability + Planning
Our signature step
Follow up to ensure everything gets implemented from the plan
Check-ins as necessary as well as annual review meetings to review & create a new plan, update investments, and make necessary changes
We use the
best tech to provide you with the
best experience.
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How else is
AllStreet different
from other financial advisors?
We solve your problems, not sell for commissions
We empathize with and understand your situation
We educate rather than talk over your head
We show you the different avenues you can take to your destination, but you choose the route
We're basically the opposite of what people think of
when they hear the term "financial advisor"
(in the best way)
We're here to help 🤝
You want to live a happy & fulfilling life, but sometimes money gets in the way.
AllStreet was designed to solve the unique problems that our generation faces.
Let us take the guesswork out of your finances so you can focus on living your best life.
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📱 816-974-7124
📨 hello@allstreetwealth.com
Offices:
📍Kansas City, MO
📍Indianapolis, IN
🖥 Virtually serving clients nationwide
The firm is a registered investment adviser with the state of Missouri and Indiana, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Copyright 2021. Made with 🖤 by Piertree Productions.
All Rights Reserved.