Friendly, full-service financial advice.

Financial planning isn't just about investments.

It covers everything that comes up in your financial world.

From resolving student loan debt, to your investing strategy, to saving for your first home, to planning for vacations -
we're here to solve your problems and get you where you want to be.
On-going guidance
We don't rely on annual reviews to keep your plan up to date. We're always here for you as questions come up or situations change.
Investment management
We work with you to understand your goals and build our investment strategy to align with them
Tax planning
A financial plan without tax planning is like pizza without cheese - it's probably still good, but it feels like something's missing
Cash flow planning
Establishing where your money should be going every month is vital to financial wellness.  Our process helps you stick with the plan and achieve your desired goals
Risk Management
We work with you to ensure you're covered with correct insurance and an estate plan -  will provide recommendations to providers and attorneys if needed
Retirement Planning
We determine the best strategies to achieve your retirement goals and test if current investments are on track
Debt Management
Whether it be student loan debt, credit card debt, or your mortgage - we analyze your current situation and determine how to move forward
Goal planning
Setting goals without knowing what's possible can be tough. We work with you to help identify and clarify your financial and life goals to give us North stars to work towards.
Life Planning
Financial planning is more than just the numbers and we're here to help you live the life you want to live

Clarity starts with a conversation.

1)  Schedule Your 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

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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