A message from Mitchell and Kyle.
We’re excited to announce our new affiliation with Holistic Planning. This decision reflects our ongoing commitment to delivering highly personalized, values-based financial guidance. Holistic Planning’s holistic, relationship-first approach aligns seamlessly with the way we’ve always cared for our clients—and expands what we’re able to offer moving forward.
To hear more about why we made this transition, watch the video above.
A Message From Us
Over the years, we’ve realized that many of the financial challenges people face extend beyond investment management alone. Tax planning, retirement strategies, and estate planning are all intricately connected, and they deserve an advisor who can address these needs holistically. Holistic Planning provides us with the tools, resources, and independence to offer fiduciary-level financial advice and integrated tax planning, ensuring that we can truly serve our people’s best interests without the constraints.
“I don’t think you can give sound financial advice without taking a holistic approach on someone’s life and looking at all aspects of their plan.”
—Mitchell Smith, CFP®
This decision reflects our desire to provide value and to be a true partner in helping you navigate the complexities of your financial future. We look forward to working together in this exciting new chapter.
To schedule a call and discuss how we can help you, please feel free to book a time on our calendar.
FAQ
Frequently Asked Questions
As a previous client, can I keep working with you?
Of course! We affiliated with Holistic Planning to better serve clients, and you have a choice on who you decide to entrust with your wealth. And the best part is your investments will continue to be custodied at Charles Schwab. Feel free to reach out at (816) 791-0900.
Why did you decide to affiliate with Holistic Planning?
We are always looking for ways to enhance the value we can deliver to clients and firmly believe that this the best way to help clients achieve their goals while also building deep and long-standing relationships that go beyond financial matters. We want to seamlessly coordinate all pieces of your financial life including proactive tax planning to provide better outcomes for you, your family, and your legacy.
How do I contact you, and where are you located now?
You can reach us at (816) 791-0900 or come by the office located at 1901 W 47th Pl #103, Westwood, KS 66205.