An investment in you.

An investment in you.

Our in-depth financial planning models help our clients:

Feel more confident in their money

Have more time to spend with their family

Find peace of mind in their financial future


Designed for business owners and those with equity compensation

Life planning
College savings
Risk management
Debt payoff plan
Cash flow planning
Retirement strategy
Investment management
Company benefit planning
Tax-advantaged investing
Tax planning
Estate planning
Equity compensation planning
Salary review & recommendations

Quarterly review meetings
+ check-ins as needed

$750 initial planning fee
starting at $12,000/year
+0.35% AUM (optional)


Designed for those with more complex planning needs

Tax planning
Owner's pay analysis
Cash flow planning
Insurance planning
Asset protection
Estate planning
Debt payoff plan
Exit planning
Real estate analysis
Credit card strategy
Retirement account planning
+ Personal financial planning

Quarterly review meetings
+ check-ins as needed

starting at $18,000/year

For business owners & those with equity

Five meetings to review & create an actionable plan that addresses the most important areas of your financial life

starting at $8,000
For complex scenarios

Five meetings to create a strategy for both your business & personal finances

starting at $12,000
If our standard services do not fit your current budget, please email us at and let us know about your situation so that we can discuss and help where possible.

Next steps

1)  Schedule your free Get to Know Call (below)

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

3)  Take some time to think about it

Please fill out the below form so that we can reach out to schedule a virtual meeting:
Thank you!

Once we have a chance to review, we'll be in touch via email to schedule a call.

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📱 (815) 978-2703


📍Kansas City, MO
lis, IN

🖥 Virtually serving clients nationwide

The firm is a registered investment adviser with the state of Missouri, Indiana, Florida, California, Illinois, and notice-filed in Texas 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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