Tax & Accounting

Financial Planning

A financial plan is essential to securing your financial future. We partner with you to develop and execute a dynamic plan that fits your individual needs. Most importantly, we are there for you along the way, continually monitoring and adjusting your plan as needed.

Financial Assessment

Before you can get to where you want to go, we have to figure out where you are. The first step of the financial planning process is to assess your current financial situation by reviewing your current assets, liabilities, income and expenses.

Goal Setting

Your definition of wealth may be different from your neighbor’s definition – and that is perfectly okay. We work with you to flesh out your personal short-term and long-term financial goals. Maybe you want to buy a new car within the next year, or be able to retire early. Whatever your dream, we will listen and develop a financial roadmap to help you get there.

Plan Creation

Once your financial goals are established, we will put your plan together. Solid financial plans include budgets, asset protection and risk management provisions and investment strategies to increase future wealth.

Plan implementation & Monitoring

Now it is time to put your plan in action. We will be there to help you every step of the way and answer any questions that you may have. Additionally we will schedule periodic check-ins to monitor plan progress and reassess as needed.

We are dedicated to providing you with the personalized service and attention you deserve.
Contact us today at 816-353-7944 or Email '' to make an appointment.

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