Prosperity Planning, Inc.
At Prosperity Planning, we help transform your success into something even better -- prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain.
We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals based in Kansas City, Missouri, working with people just like you -- savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively.
Our process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. In developing your Blueprint, our team collaborates with you to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan.
We work with a range of clients, including pre-retirees, business owners and entrepreneurs, divorcees, and high-income women. No matter where you are in life, we treat you as we would our closest friends and family, with the highest level of professionalism that merits the trust you’ve place in us. To fulfill that mission, we are an independent Registered Investment Advisor (RIA). We provide fee-only, fiduciary advice that is tax-focused and comprehensive. We serve you with both "smarts" and "heart," combining our experience, knowledge, and continuing education with genuine care and compassion for you.