Office Manager Amy Beaird

I love being a mom.  And not only do I love being a mom, I love being a Boy Mom.  Raising my two sons has given me a sense of purpose that I can’t adequately describe with words.  And, ironically, now that they need me less, I am ready to make some great contributions to The Planned Approach- a firm filled with women!  It feels so natural to be here- like it was meant to be.

I am a Kansas City native who continues to love this town, and the people in it.  I have spent my career life serving others- right from my humble start at Archbishop O’Hara High School working at TGI Fridays!  After graduating, I sampled a couple of careers and ended up at American Century Investments.  There, as a Retirement Plan Specialist I learned a lot about assisting clients with their money and how confusing and emotional it could be for them.  It made me feel good to help them with things that I found basic but meant the world to them.  I enjoyed my time there, but decided my family needed me more and took time off to raise my two wonderful boys.  It was a life decision I was grateful to be able to make.

While leading my family, I was drawn to serve once again, and found the National CASA (Court Appointed Special Advocate) Association.  I became a CASA in 2014, which I still do to this day.  This organization provides advocates to the most vulnerable children in our country.  I am passionate about the organization and what I can contribute to it.

In 2018, I began working part time at The Planned Approach and quickly found that I loved being part of a team that would allow me to exhibit the exemplary service that I have been known for throughout my career.  It is my goal to create a warm, comfortable environment, and to be able to proactively anticipate the needs of our clients.

My husband, Brian, and I live in Lee’s Summit with our two boys, Hank and Gus.  The commute can be a lot, but it’s worth it when I walk into an office that feels more like a home than some people’s homes!  I am a seasoned yogi, and you will find me on my mat several times a week- sometimes even leading a quick 10 minutes session with my co-workers!

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The Planned Approach, Inc.

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

Our Disclosures/CRS FORM

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The Planned Approach, Inc.

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

Our Important Disclosures

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.