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What Happens After You Submit This Form?
- We’ll reach out within one business day to schedule your free 30-minute consultation at a time that works for you.
- During our call, we’ll discuss your financial situation, goals, and concerns. We’ll answer your questions about our services and approach.
- We’ll determine together whether a planning relationship makes sense or if you need help with a specific transaction. We’ll be upfront about what working together would look like and what it would cost.
- No pressure, ever. If we’re not the right fit, we’ll tell you. If you need time to think, take it. This is your financial future, and the decision should feel right.
Frequently Asked Questions
Do I need to have a certain amount of money to work with you?
No. We don’t have asset minimums. We choose clients based on who they are as people, not the size of their portfolio.
How much does financial planning cost?
It depends on the complexity of your situation and whether you’re looking for comprehensive planning or help with a specific need. We’ll discuss fees during your initial consultation so there are no surprises.
What should I bring to our first meeting?
Nothing. The initial consultation is just a conversation. If we decide to move forward, we’ll provide a checklist to help you gather the relevant financial documents.
Do you work wtih clients outside of Missouri?
Yes, we can work with clients nationwide, though our offices are located in Springfield and Harrisonville, Missouri.
I already have a financial advisor. Can I still talk to you?
Absolutely. We’re happy to provide a second opinion or discuss whether a change might benefit you. Many of our clients came to us after working with other advisors who didn’t quite fit their needs.