The AllStreet Approach is the framework for how we work with our clients.

It was designed with you in mind and prioritizes accountability from us & reinforces
positive financial habits in our client's lives.

Step 01

Get to Know

A quick meeting to find out if working together makes sense.

The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship. We then share how we work with our clients so you can leave this meeting knowing if we're the right fit.

If we determine that we're not the right advisors for you, we'll refer you to other advisors in our network who may be a better fit.

Step 02

Collaboration

A meeting to go over your goals & values and review the numbers so we have a clear understanding of where you are and what you're trying to accomplish.

Step 03

Plan Delivery

First, we review your full financial picture together:

• How you're invested based on taxes
• Investment allocation
• Net worth
• Goals & priorities

Then, we go over recommendations, action items, and your one page financial plan.

View a Sample Financial Plan

Our signature step

Accountability

We get it, life's busy.

It's easy to let important tasks slip through the cracks, which is why we created this step to ensure everything gets implemented from the plan. We follow up and meet as necessary to make sure you feel confident in your financial plan moving forward.

Step 05

On-going Planning

Check-ins as necessary as well as an annual 3-step review meeting to create an up-to-date plan, update investments, track your net worth growth, and make necessary changes.

Next steps

1)  Schedule your Get to Know meeting

2)  We go over your situation to see if it makes sense to work together

3)  Take some time to think about it

📱 816-974-7124

📨 hello@allstreetwealth.com


Offices:
📍Kansas City, MO
📍Indianapo
lis, 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.

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