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Associate PlannerCharli Guerin

I don’t know if you noticed the last name or not, but it is official that I’ve fallen into the “family business.” I’m just glad I wasn’t born into The Mob. There are six of us in our family, and four of us work in financial services. As the youngest child, I thought I would do something wildly different, but kept getting drawn to large financial firms. Working for a large financial firm is just what you would think it would be. While it’s a good fit for some, I really wanted to do something more personal. This is a small company, and as such, it’s hard to get the employee benefits that are easily available working for a large firm. As a Type I Diabetic, those benefits keep me alive and productive. The Planned Approach, true to its problem-solving form, found a way for me to be able to work for a small firm where I can do the most good, and still keep full benefits. I am a Planned Approach success story, and that’s why I believe so much in what we do.

While I’m native to Kansas City, I graduated from the State University of New York. My extended family is from there. I consider myself to have Midwest values of hard work and kindness; however, my approach is always pretty direct. I think for the most part, people appreciate it especially since my East Coast sense of humor also kicks in.

At The Planned Approach,  I spend my days proactively solving problems our clients may or may not even know they have. I prepare for client meetings, handle service requests and communicate with the full team of my clients. I like that Kel and Steph tell me that the clients I serve are “my clients,” not just “their clients.” It sounds like a small thing, but it’s not- it adds a layer of accountability and responsibility. The other part of my job is communications for the firm. For as much as I love the client work, I also love the communications role. I have a big heart, and communications here is code for “care-taking and community building.” I’m the one who gets to make sure the newsletter is getting done, the events are getting planned, and the other advisors (CPAs and Attorneys) of our clients get what they need to feel involved with our firm. I spend a lot of time learning as well. Actually, we all do. The industry, just like the world right now, is changing rapidly. The Planned Approach is at the forefront of this, as a company that care-takes and problem solves. I love being a part of that. I can’t begin to tell you how rare and special it is.

Personally, I live in Overland Park with my husband, Mike. I’m a proud step-mom of Ben, and I understand the challenges of blended families. We spend a lot of time talking about those issues with clients and I love when I have insights that may help. For obvious reasons, I’m heavily involved with the Juvenile Diabetes Research Foundation (JDRF), particularly their Youth Leadership Council. I’ve written and advocated for this organization as the research it funds helps not only the disease I live with, but many others. I love the Kansas City music scene and have a strong history of winning free concert tickets. One of the best things I gained from working at larger financial firms is the ability to dial a phone fast. Don’t worry, though. No matter how much I win, I won’t quit my day job.

Our Team

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Certified Financial Planner®Stephanie Guerin
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Certified Financial Planner®Kelly Hokanson
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Chief Operating OfficerStaci Peterson
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Associate PlannerJasmine Elbert
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The Planned Approach, Inc.

420 W. 98th Street
Kansas City, MO 64114
(816) 941-0098

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The Planned Approach, Inc.

420 W. 98th Street
Kansas City, MO 64114
(816) 941-0098

Insights for Your Life Stage

The Planned Approach, Inc. is an Investment Advisor registered with the Securities and Exchange Commission. No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized financial planning consulting advice. Financial planning consulting advice can only be rendered after the following conditions are met: 1. Delivery of our Form ADV Part 2A and 2B to you; 2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter between us. You may obtain a copy of our ADV Part 2A Disclosure Brochure containing similar information by sending a written request to The Planned Approach, Inc., 420 W. 98th Street, Kansas City, MO 64114. Additionally, please note that hyperlinks included throughout this site are provided as a matter of convenience and we disclaim any and all responsibility for information, services or products found on websites linked hereto. Please contact the firm for further information. The Planned Approach, Inc. is not engaged in the practice of law and does not provide legal advice. Always consult with an attorney regarding your specific legal situation.