An investment in you.

Our comprehensive relationship 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

AllPlan

Designed for singles, couples, and young professionals
‍
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
‍‍
Semi-annual review meetings
+ check-ins as needed

$750 initial planning fee
$350/month
+0.35% AUM (optional)‍

AllBuild

Designed for tech professionals and more complex planning
‍
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
$450/month
+0.35% AUM (optional)

AllBusiness

Designed for business owners

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

$500 - $2,000/month

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

Next steps

1)  Schedule your free Get to Know Call
2)  We go over your situation to see if it makes sense to work together
3)  Take some time to think about it

Quick Navigation

📱 (815) 978-2703

📨 hello@allstreetwealth.com


Locations:
📍Kansas City, MO
📍Indianapolis, IN


🖥 Virtually serving clients nationwide

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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.

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