We welcome partnering with clients across the country who appreciate our values and philosophy and who want a partner for the long term. We enjoy working with clients from California to New York to Florida. Whether we meet in person, use video-conferencing, or talk over the phone, we have the conversations and do the work that is necessary for a rewarding partnership.
Our process for welcoming you to the family:
Discover
You are as unique as your fingerprint and through conversations, we will gain a clear picture of what your reality is and where you hope to go.
Plan
We offer a full suite of planning services and evaluation services to help you build a safety net, or legacy plan, that meets your goals.
Implement
This is the work. Whether it is work we are doing or, work you are doing, this is the key ingredient to enable you to advance towards the outcome we planned.
Review
We want to visit, hear about updates, adjust for changes, and measure the progress we are making together.
We work with you to make the experience rewarding. We help you with the process and we are here for you along the way for questions or conversations.
The typical timeline for a client who goes through our onboarding process is between one and two months. From here – we continue planning, listening, and working together.
Discovery QuestionnaireFee TablePrivacy Policy
To read our agreements and see our Client Relationship Summary, please click here and select the “Part 2 Brochures” and the “Part 3 Relationship Summary,” or use the following link to download our Client Relationship Summary.
You all make things very easy for us.
- Kathy H., Lawrence, Kansas
Contact Us
Call us today at 785-749-1881 or fill out our form below and we’ll reply as soon as possible!
This statement is a testimonial by a client of the financial professional as of 03/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.