Our Culture
Come casual or wear a suit – we don’t care. Enjoy a glass of your favorite beverage or cookies and milk. We want to be an integral part of our clients lives for life. We welcome working with the other advisors of our clients – our collaborative process demands that we play nicely with others to get the best results for you. You can analyze, laugh, strategize and cry at the Planned Approach. Our relationships are all about honesty, partnership, and trust.
CLIENT RELATIONSHIPS
For Select Accredited Investors Only
Because we cannot serve everyone and still provide the best service to our clients, we work only with clients who have investable assets over $2,000,000. No planner in our office has more than 65 client relationships – it would be impossible to serve each client at the optimal level if we had more.
Our clients have very unique situations that may stem from their finances, businesses or personal lives. They need highly technical knowledge. Many of our clients come to us when they realize they have outgrown their current advisor who serves everyone, but does not have the time for in-depth wealth management. They feel confident that we are current and educated about the issues of their lives. For people who are not yet able to work with us, we suggest contacting the Financial Planning Association.
Home Grown
We have very few clients and they all require a lot of attention at various times in the relationship. For that reason, we believe we provide our best service to families that are located in Kansas City. Every once in a while there is an exception to the rule, but it is rare.
Our Team
Certified Financial Planner®Stephanie Guerin
Certified Financial Planner®Kelly Hokanson
Chief Operating OfficerStaci Peterson
Client Service AssociateJasmine Elbert
Associate PlannerCharli Guerin
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.