Welcome HomeWelcome to
The Planned Approach

Whether it is your best of time, or your worst of time – we will be your advocate at your side.Lifelong Relationships

Successful people don’t do it alone. But they need people who can tell them the truth, support them and add resources they can’t get on their own. They need a champion with as much tenacity as they have.

We’ll help you find the financial direction you need.Above & Beyond
Service

From your health to your wealth, your parents to your children, your careers to your passions and back again – it’s all incorporated to create your financial future. We will help you clarify and execute your plans, and help protect you from the things you don’t know that you don’t know.

Where is your place?Specialized
Niche Planning

Our passion is to make successful people more successful. We hold the financial lives of a select group of Kansas City high net worth individuals and their families in our hands, and we take our role as their most trusted confidant very seriously.

At a crossroads?Personalized
Solutions

Continue to go it alone? Stick with the same advice from someone you may have outgrown? Or do you have a nagging feeling you are just a number and no one really sees your big picture? More questions than answers?

Even we wouldn’t go it alone.Team Approach

Here are some thoughts from our team that we share with each other regularly as our clients and their families travel through different life stages.

Welcome HomeWelcome to
The Planned Approach

Whether it is your best of time, or your worst of time – we will be your advocate at your side.Lifelong Relationships

We’ll help you find the financial direction you need.Above & Beyond
Service

Where is your place?Specialized
Niche Planning

At a crossroads?Personalized
Solutions

Even we wouldn’t go it alone.Team Approach

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.

https://www.theplannedapproach.com/wp-content/uploads/2018/03/Seal_Blue.png

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.

https://www.theplannedapproach.com/wp-content/uploads/2018/03/Logo_PlannedApproach_StackedLight.png
The Planned Approach, Inc.

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

https://www.theplannedapproach.com/wp-content/uploads/2018/03/Logo_PlannedApproach_StackedLight.png
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.