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We're not your typical financial advisor

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.
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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.

Fiduciary

Legally required to act in your best interest

(Unfortunately, not all financial advisors are fiduciaries)

Fee-only

We only get paid by our clients, not product sales or commissions

Transparent

Our fees are on this page,not in the fine print

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.
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And that's why we're here.
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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.
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Get the level of service you deserve.

On-going financial guidance

Tax planning

Investment management

Life planning

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

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03

Plan Delivery

First, we review your full financial picture together. Then, we go over recommendations, action items, & your one page financial plan

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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
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We invest in the
best tech to provide you with the
best experience.

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.
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AllStreet was designed to solve the unique problems that our generation faces.
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Let us take the guesswork out of your finances so you can focus on living your best life.

Take The First Step

AllProject

Designed for those who would benefit from a one-time engagement with a financial planner

DIY Review
• To go over current strategies
• Make recommendations
• Assistance w/ implementation

Pressing Problems
• Review current situation
• Determine best steps forward
• Action item assistance

Second Opinion
Working with an advisor?
Use us as a second set of eyes to review current strategies

Starting at $1,000

2 month engagement, 2 meetings minimum

OUR BLOG

Millennial Money Insights 💰

Moving to Single Income

Dec 5, 2023

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Traditional vs. Reverse Budgeting: Which is Better?

Nov 28, 2023

Company Benefits

Nov 21, 2023

Quick Navigation

📱 816-974-7124

📨 hello@allstreetwealth.com

Offices:
📍Kansas City, MO
📍Indianapolis, IN

🖥 Virtually serving clients nationwide

Additional Links
‍ADV
Privacy Policy

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.

financial planning, redefined.

AllPlan

AllBusiness