Financial Advisor
Holistic Planning - Kansas City
I help busy professionals navigate complex compensation, business sales, inheritance, and retirement planning with clarity and confidence.
I’m a CFP® professional and Financial Advisor in Kansas City who believes financial planning works best when it starts with listening. At Holistic Planning, I partner with individuals, families, and busy professionals to create thoughtful, comprehensive strategies built around real life, not just numbers on a page. As a Financial Planner Kansas City clients turn to for clarity, I focus on building long-term relationships grounded in trust and steady guidance. I enjoy working closely with clients navigating important life transitions such as preparing for retirement, going through a divorce, selling a business, changing careers, or receiving an inheritance. These moments often bring uncertainty, and I help simplify complex decisions so clients can move forward with confidence. Much of my work centers on Retirement Planning Kansas City families depend on, though I work with many families outside of Kansas City as well. I often help clients 3–10 years from retirement evaluate income sustainability, understand Social Security options, coordinate tax strategies, and align investments with their long-term goals. My goal is to help you feel organized, prepared, and secure about what comes next. Based in Kansas City, I serve those who value a Financial Advisor Kansas City residents can rely on for proactive communication, comprehensive planning, and a relationship that lasts well beyond a single financial decision.
Experience
13 years
Firm Size
small
Response Time
same-day
Firm
Holistic Planning - Kansas City
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Profile last updated: 03/03/2026
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