Trust Present, Trust FutureThe Planned Approach
This is the right place for you if you are successful, but feel like you have outgrown your current advisors, even if that advisor is you. This is the right place for you if your problems can be solved not with a sales pitch, but with conversation and creative thinking.
This is the right place for you if you want to work in partnership with a trusted confidant for the foreseeable future. This is the right place for you if you need to be respected, cared for and valued. This is the right place for you if you want to be part of a family of people just like you who have been there, done that and want to take a deep breath to enjoy all the passion life has to offer. If this sounds like you, enter – you may be home.
Our Services
It’s easier to describe what we’re not than what we are.
We’re not “That Guy” in financial services that calls you all the time with a hot tip, convinces you that an insurance product will solve all your problems, and that you can’t find when times are tough.
We will help you handle all things in your financial life, because we are smart enough to know that all things in your life are NOT financial. The money is just the tool. We will converse, solve problems, and have your back.
Come be surprised at what you can get for a financial partner.
Our Services
It’s easier to describe what we’re not than what we are.
We’re not “That Guy” in financial services that calls you all the time with a hot tip, convinces you that an insurance product will solve all your problems, and that you can’t find when times are tough.
We will help you handle all things in your financial life, because we are smart enough to know that all things in your life are NOT financial. The money is just the tool. We will converse, solve problems, and have your back.
Come be surprised at what you can get for a financial partner.
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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.
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 CRS, 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. The Planned Approach, Inc. is not engaged in the practice of tax consulting. Always consult with your tax advisor regarding your specific tax situation.