About

Holistic Planning: Financial Advisor Serving Leawood and Greater Kansas City 

At Holistic Planning, we believe financial guidance should feel less like a corporate transaction and more like a conversation with a trusted friend. Based in our Westwood, KS office, we are a planning-first, independent financial advisor practice dedicated to helping our Leawood neighbors navigate the complexities of wealth with sincerity, warmth, and expertise. 

Integrated Tax, Estate, and Investment Planning

It's in our name, and it's at the heart of our process. Many people find their financial lives are scattered. Their tax preparer, estate attorney, and investment manager rarely speak cohesively to one another. We change that. Our team includes CFPs® and in-house tax professionals to help ensure every part of your wealth management strategy is fully integrated and working together. Our holistic approach is designed to remove complexity and create a unified strategy built for sustainable growth. 

The Power of In-House Tax Planning and Filing

Many local firms our size have to outsource tax work or simply "coordinate" with your CPA. We do things differently. By offering in-house tax planning and filing, we ensure your tax-efficient investing strategy is built into your daily financial life, not just discussed once a year. Because our CFP® financial advisors and tax professionals work side-by-side, your investments, legacy goals, and tax returns are always talking to each other. 

Guidance for Business Owners and Professionals

We specialize in guiding those navigating significant chapters where the stakes are high and the details matter. Our door is always open for: 

• Business Owners Nearing Succession: If you are selling a business or planning an exit, we help you manage the technical and emotional transition to help ensure your hard work creates a lasting legacy. 
• Career Changes: For those experiencing a shift in their professional life, we provide integrated strategies to protect your wealth management goals during times of change.

Gentle Guidance Through Life's Transitions 

There are moments when the weight of financial decisions can feel overwhelming. Whether you are navigating a divorce, the loss of a loved one, or are newly widowed, we provide a calm, level-headed environment to help you move forward. 

As a financial planner focused on human-centered care, we act as your advocate. Having our tax and estate coordination in-house means we can simplify the complex paperwork of your transition, providing the clarity you need to focus on healing. We offer a second opinion rooted in genuine care and a desire to help you live confidently. 

A Local RIA Built on Sincerity

Following the motto of our founder, "Today is another day in which to excel," we treat every relationship with the attention it deserves. As a local RIA, we operate as fiduciaries, putting your interests first. 

We aren't a big, stuffy corporation; we are your neighbors. From our office on the State Line Rd, we are proud to serve families and professionals throughout Leawood, Mission Hills, Brookside, Fairway, and the Kansas City Metro. We are committed to providing remarkably personal financial care for a fuller life.

Reach out today to see how our strategic, integrated process can help you worry less and live more.