Community Resources for Leawood Residents
Experience the City of Leawood’s High Quality of Life, Culture, and Community
Just across the state line from Kansas City, the city of Leawood offers an extraordinary blend of suburban and urban living.
New residents immediately notice our safe, walkable neighborhoods and well-maintained parks, alongside restaurants, name-brand shopping, and home and rental properties for nearly every price point.
Long-time residents of Leawood continue to choose this city for its consistently high property values; engaged, educated community members; and our just-outside-the-city metropolitan feel.
The City of Leawood at a Glance
Businesses seek out Leawood for new opportunities because of our city’s consistent growth, easy links to major highways, and thriving neighborhoods.
- 34,000 residents
- $117,000 median household income
- Nationally ranked school systems
- Historic homes and brand-new apartments
- Robust parks and public art
- Top 20 Best Small Cities (WalletHub)
Local businesses in Leawood benefit from residents who are involved in their community and seek to ensure the success of all who decide to do business here.
Leawood Resident Resources: Where to Live, Work, Shop, Dine, and Play
If you’re considering a move or even a visit to Leawood – or you’re considering starting a business in our city – access resources below to learn more about what makes Leawood a highly desirable destination.
Discover Leawood’s neighborhoods, local businesses near you, amenities, schools, and much, much more.
Holistic Planning
Categories
Retirement Planning Services
Investment Advisory Services
Financial & Financial Advisors
Financial Planning Consultants
Accounting & Tax Service
Financial Advisors
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.
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Holistic Planning
Categories
Retirement Planning Services Investment Advisory Services Financial & Financial Advisors Financial Planning Consultants Accounting & Tax Service Financial Advisors
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.
Get Chamber Insider for Business and Residential Resources in Leawood
The Leawood Chamber of Commerce publishes a bi-monthly e-newsletter, Chamber Insider, to keep residents and businesses updated on everything that’s happening in Leawood.
Stay engaged and informed to enjoy all that Leawood has to offer, and learn more about why this city is a good fit for your business.
Join the Chamber of Commerce, and Get Involved in Our Community!
Local businesses have the opportunity to join the Leawood Chamber of Commerce and access all the premier benefits of membership – and you don’t have to live in the city of Leawood to join.
Our mission is to ensure that businesses have the support they need to thrive in our community With over 450 members – 250 of which are small businesses – we work closely with you to position you for economic success in our city. Membership benefits include:
- Feature your business for free
- High-quality programming
- Networking events
- Personalized support for small businesses
- Advocacy for your business interests
- Community involvement
- Much more
Find out how membership with the Leawood Chamber of Commerce is already benefiting local businesses near you, and get more information on how you can join today.